Create a quotation

Create a quotation

Goal

This article explains how to create a new quotations record for a company, add products, generate a PDF, and send the quotation by email.

Warning
To create and email quotations, your user role must have permission to create records and send emails. If you cannot click the buttons in this guide, contact your administrator.

Procedure

Step 1: Open the company list

In the CRM menu, click Company to open the companies list.


Step 2: Open the company record

Double-click the company you want to use. The company record opens.


Idea
Use the search bar in the company list to quickly find the right company.

Step 3: View related quotations

In the company record, click the Quotation section/tab to see all related quotations.


Step 4: Start a new quotation

Click the + button to add a new quotation.


Step 5: Enter quotation details

Fill in all required and optional fields (for example: customer reference, validity, delivery terms, or other fields you use).


Idea
Complete as many fields as possible now. It helps with pricing, printing, and follow‑up.

Step 6: Save the quotation

Click Save to create the quotation record.


Step 7: Add products to the quotation

Open the Product tab. Click the bottom empty row to add a product. Search for a product or select it from the dropdown to add it, then fill in the needed fields (such as quantity and price) for your products.


Step 8: Open the calculation page

Navigate to https://democloud.omikai.com/#/ordercalculations/820288.

Step 9: Create a PDF

Click Show quotation to generate a PDF of the quotation.


Step 10: Start the email

Click the Send email button.


Step 11: Send the quotation by email

Fill in the Receiver, Subject, and Message fields. Click Send to email the quotation PDF.


Warning
If the email does not send, check that your outgoing mail server is configured and that the receiver email address is valid.

    • Related Articles

    • Quotation - Add New (example: Poster)

      Goal This article shows how to create a new quotation (example: Poster). You can start from the quotations overview or from a specific company. The steps then continue the same way to complete the quotation. For details about each field on the form, ...

    • How to convert an order to a quotation, product template or new order

      Goal This article explains how to: (1) convert an existing orders record to a new quotations record, (2) convert an order to a product template, and (3) convert a quotations record to a new orders record. Follow the steps to reuse data quickly and ...

    • Delete quotation

      Goal This article explains how to permanently delete a quotation from the system. Use these steps if you need to remove a quotation that is no longer needed. Deleted quotations cannot be restored. Procedure Step 1: Find the quotation Open the ...

    • Quotation - update- (example: poster)

      Goal This article shows how to update an existing quotation. You will learn how to change quantity, format, print material, and ink settings. At the end, you can also customize the product view to show only the columns you need. Procedure Step 1: ...

    • Create a contact

      Goal This article explains how to create a new contact for an existing company in the system. You will open the company record, view its related contacts, and add the new contact on a new row. Procedure Step 1: Open the companies list In the CRM ...