How to Create a Quotation?
How to Create a Quotation in Invent ERP?
Creating quotations is a core part of the sales process, and Invent ERP makes it simple, efficient, and fully integrated. Whether you’re sending a single product quote or a detailed multi-line proposal, this guide will help you get it done quickly and professionally.
Why Quotations Matter?
Quotations are more than just numbers — they reflect how organized, responsive, and trustworthy your business is. A clear and accurate quotation helps:
• Speed up client approvals
• Minimize misunderstandings
• Standardize your offers
• Track deals from proposal to payment
Step-by-Step Process
Step 1: Access the Quotation Module
Step 2: Enter Basic Details
• Select the Customer from your contacts
• Add a Quotation Subject
• Set a Validity Period and enter Quotation Date
• Add a Price List and Shipping Policy
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 4: Add Terms and Condition
What Happens After Sending?
• Customer accepts → Convert to Sales Order
• Sales order inherits all quotation data
• From there, 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
Frequently Asked Questions
Q: Can I make changes after confirming a quotation?
A: You can’t edit a confirmed quote directly, but you can duplicate it, make changes, and resend it.
Q: What if the customer doesn’t reply?
A: Use the status filters to track open quotes and follow up on pending ones.
Q: Can I include taxes or shipping charges?
A: 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?
A: Absolutely. You can use custom templates or branding under system settings.
Final Note
A good quotation isn’t just a number — it’s a first impression. Invent ERP helps you send accurate, clear, and professional offers that are easy to convert into business.