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.
Procedure
Step 1: Method 1 — Open the quotations overview
Go to the quotations overview page (quotations).
Step 2: Click "Add new"
On the quotations overview, click "Add new" to start a new quotation.
Step 3: Enter basic details
The quotation start page opens. Enter Name and Company. These two fields are mandatory. After this, continue with Step 8.
Step 4: Method 2 — Find the customer
Open the customer record from the companies area (companies) and find the desired customer.
Step 5: Open the customer's quotations
Click "Quotation" in the customer record.
Step 6: Create a new quotation
Click the plus (+) button to add a new quotation.
Step 7: Confirm basic details
The quotation start page opens with Company already filled in. Enter the Name of the quotation. Name and Company are mandatory fields.
Step 8: Complete mandatory fields
Enter Product Name and Customer Company. These fields are mandatory.
Step 9: Save to open the product view
Click "Save" in the lower-right corner. The system saves the basic information and opens the product view.
Step 10: Start with a product template
Begin building your product by finding the correct product template.
Step 11: Search and select a product template
Scroll the list or use the search field. Start typing a product name to see suggestions, then select the correct template.
Step 12: Review pre-filled calculation details
The system creates your quotation using the product template. Typical fields that are populated include: Name, Quantity, Work Object, Number of Pages, Print Material, and Ink Settings. If these match your needs, the calculation is complete.
Step 13: View operation templates
To see an overview of the quotation content and the operation templates used, click the "pen and paper" icon.
Step 14: Check the imposition preview
The top area shows the basic information and a preview image of the imposition.
Step 15: Review the calculation flow
The bottom area shows the list of operation templates included in the calculation.
Step 16: Return to the quotation header
To send the quotation to the customer, click the quotation number at the top of the page to go back to the quotation overview (quotations).
Step 17: Open the quotation report
Click "Show" and choose "Show quotation report".
Step 18: Approve and send
Approve the quotation and send it to the customer.
Related Articles
Add product template (Wide/large format poster)
Goal This article shows how to create a reusable product template for a wide/large format poster by starting from a quotation and then converting it. You can also create templates directly from the product templates list, but this guide focuses on ...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 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. To create and email quotations, your user role must have permission to create records and send emails. If ...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 ...How to Add a New Article/Resource
Goal This article explains how to add a new article in the system for purchasing. You will create the article record, complete key fields, and add pricing and settings. Procedure Step 1: Open the articles overview In the Purchase area, click Article ...