Make offers to customers to sell certain products on certain delivery and payment terms. While you negotiate with a customer, you can change and resend the sales quote as much as needed. When the customer accepts the offer, you convert the sales quote to a sales invoice or a sales order in which you process the sale.

Create a sales quote based on the opportunity.

View sales quotes that exist for the contact.

Show the assigned sales quote.

Set up a layout for different types of documents such as invoices, quotes, and credit memos.

Create a new service quote for the customer.

View a list of ongoing purchase quotes.

Create a new purchase quote for the vendor.

View filed contract quotes.

Create a new purchase quote, for example to reflect a request for quote.

View a list of ongoing sales quotes for the customer.

View a list of ongoing sales quotes.

View the list of ongoing service quotes.

Create a new service quote.