The quotation sheet contains all the necessary information in three tabs: Details, Items and Configurations.
Important note: Quotations are automatically locked when they change status from “In preparation”. Only Commander or Pilot level users (with unlocking privileges) can unlock them if necessary.
Details
This tab contains general information about the quote:
Quote status and title.
Approval date.
Description.
Associated company and contact person.
In the right-hand column, you'll find :
Associated project and budget numbers.
A button to generate an invoice directly from the estimate.
Items
This tab allows you to structure the content of the quote:
Add groups and items to organize information.
Reorganize items with a simple drag-and-drop operation.
An operation button lets you delete multiple items in batch.
Configurations
In this tab, you can :
Select the taxes to be applied.
Select paper format for quotation.
Define document language.
Define a footnote.