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How to Create a Quotation?

Creating quotations is a core part of the sales process, and Invent ERP makes it simple, efficient, and fully integrated.

Step-by-Step Process​

Step 1: Access the Quotation Module​

Navigate to Sales → Quotations and click New Quotation.

Step 1 - Access Quotation Module

Step 2: Enter Basic Details​

  • Select the Customer from your contacts.
  • Add a Quotation Subject.
  • Set a Validity Period and enter the Quotation Date.
  • Add a Price List and Shipping Policy.

Step 2 - Enter Basic Details

Step 3: Add Quotation Lines​

  • Click Add a Line.
  • Choose products/services.
  • Fill in quantity, unit price, and any discounts.
  • Taxes are applied automatically based on setup.

Step 3 - Add Quotation Lines

Step 4: Add Terms and Conditions​

Review and add any applicable terms and conditions.

Step 4 - Add Terms Conditions Step 4 - Add Terms Conditions

What Happens After Sending?​

  • Customer accepts → Convert to Sales Order
  • Sales order inherits all quotation data
  • Continue to invoicing, delivery, and payment

Best Practices​

  • Use product templates for repeated offers.
  • Keep notes professional and clear.
  • Always set an expiration date.
  • Add attachments to avoid back-and-forth emails.
  • Use naming conventions for easier search later.

FAQ​

Q: Can I make changes after confirming a quotation? You can't edit a confirmed quote directly, but you can duplicate it, make changes, and resend it.

Q: Can I include taxes or shipping charges? Yes. Invent ERP handles taxes, delivery charges, and discounts as part of the quotation lines or totals.

Q: Is there a way to customize the PDF format? Yes. You can use custom templates or branding under system settings.