Create a quote

A quote is created on Quotes → New quote, gets its number immediately, and starts as a Draft. Send it, then accept it to turn it into a sales order.

1. Open Quotes and press New quote.
2. Pick the customer (type to search, or quick-add a new one). The customer's default currency, tax type and payment terms are applied automatically. Choose the bill-to/ship-to addresses and a contact if the customer has several.
3. Fill in the details: issue date, valid-until date, reference number, customer PO, payment terms, currency, and the price mode — Exclusive (net prices, VAT added) or Inclusive (gross prices, VAT included).
4. Add lines: pick a product or leave free text; set quantity, unit, unit price, discount % and tax %. The line total and the summary update live.
5. Optionally add a shipping cost and a document discount %, plus notes (these print on the PDF instead of your default quote footer).
6. Press Save. The quote opens in Draft. Press Mark sent when you send it to the customer; e-mail it or download the PDF from the same page.
7. Draft, sent, declined and expired quotes can still be edited; an Accepted quote is closed and cannot be changed.

Related: Turn a quote into an order, Pricing, discounts and VAT, Working with documents.