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How to send a quotation from CRM
Create a branded quotation for a lead or account, send it and track the customer's answer. Needs the Sales module.
2 min read
Watch the demo
Quotations are created in CRM using the Sales module's templates. You need access to both.
Create and send
- Open the lead or account.
- Choose to create a quotation and pick a Sales template.
- Fill in the line items, terms and validity, and preview the branded document.
- Send it by email, copy the customer link, or download it as a PDF.
What the customer sees
The customer link shows the quotation without logging in. The customer can accept or decline it online. You see when it was sent, opened and answered, and accepted or declined alerts reach the person who created it and the lead owner.
After acceptance
Quotes follow a converted lead onto its new account. Continue in Sales to convert the accepted quotation into a sales order. See How to create and send a quotation.