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.

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