Step by step Guidelines for Creating Quotation:

Step-1: Login to Admin portal>Navigate to Quotations menu and Click "Add New Quotation" button

Step-2: Select a client from dropdown to send quotation

Step-3: Review Basic information and contact details given with terms of payment.
(These details are auto populated from client’s profile and from details provided in Quotation settings)

Step-4: Product/Service Configuration
Order Lines Tab(Adding Products):

Click "Add a product" button

i) Fill in line item:

• Product dropdown selection
• Quantity (default: 1)
• Unit (add manually)
• Price (auto-generated by clicking floppy disc tab besides bin tab)
• Total (auto-calculated)

ii) Basic Total Calculation

• Line Items Total:
• Individual line items (Price × Quantity)
• Sum of all line items = Subtotal

iii) Discount Configuration

• Click "Add discount" link

a) Select Discount Type

• Amount: Fixed dollar value
• Percentage: % of subtotal

b) Required Fields:

• Discount Type (Amount/Percentage)
• Discount Value
• Reason for discount (documentation)

c) Action

• Confirm discount
• Cancel: Remove changes

iv) Shipping and Delivery

a) Click "Add shipping or delivery"

• Enter Details:
• Name (e.g., "Free shipping", "Express delivery")
• Price (shipping cost)

b) Actions

• Apply: Confirms cost
• Cancel: Remove cost

v) Tax Configuration

a) Click "Estimated tax"

b) Select Tax Type:

• Amount: Fixed tax value
• Percentage: % of applicable amount

c) Required Information:

• Tax Type selection
• Tax Value
• Reason (documentation)

vi) Grand Total Calculation Flow

To get the grand total this order is been followed:

1. Subtotal (Sum of line items)

2. Discount Application

• If Percentage: Subtotal × (Discount%)
• If Amount: Subtract fixed value

3. Add Shipping/Delivery

4.Tax Calculation

• If Percentage: (Subtotal - Discount + Shipping) × Tax%
• If Amount: Add fixed tax amount

5. Grand Total = Subtotal - Discount + Shipping + Tax

 

Additional Features: 

Before moving to Save/ Send Quotation tab we have few more features described below to enhance Quotation module

a) Order Line Tab(Add a section):

Purpose: Create organized groups within your quotation

Use this tab to:

• Group related products or services
• Add headers for different categories
• Create logical separations in long quotes
• Improve quotation readability

b) Order Line Tab(Add a Custom Product)

Purpose: Add non-catalog items, special services, or custom configurations with unique pricing and specifications.

Use this button when you need to:

• Create one-time custom offerings
• Add special service packages
• Include non-standard items
• Define unique product configurations

c) Optional Products Tab

Purpose: Add supplementary or alternative products 

Use this tab for:

• Add-on services
• Upgrades
• Alternative options
• Complementary products
• Future expansions

d) Other Info Tab

Purpose: Additional quotation details and terms

Key Components:

1. Quotation Title

• Unique identifier
• Reference number
• Project name

2. Notes Section

• Rich text editor
• Formatting options
• Document links
• Tables and lists

3. Terms of Service Include:

• License terms
• Service conditions
• Payment terms
• Support details

Step-5: Ending Quotation Action Buttons Guide
At the bottom of the ‘Add new Quotations’ page we have three Quotation ending Action Tabs :

a) Back Button

Purpose: Return to previous screen

Use when:

• Need to review client selection
• Want to cancel current quotation
• Need to start over

Note: Changes may be lost if not saved

b) Save as Draft Button

Purpose: Save current quotation progress

Use when:

• Quotation is incomplete
• Waiting for information
• Need internal review
• Prices need verification

Benefits:

• Can be edited later
• Stored in drafts
• No client notification

c) Send to Customer Button

Purpose: Finalize and send quotation

Use when:

• Quotation is complete
• All prices are verified
• Terms are finalized
• Ready for client review

Actions:

• Sends to client
• Creates official record
• Updates quotation status

 

Comments box in Quotations

Quotation Comments: Allows text-based communication between client and admin, displaying chronological thread of discussions with sender name, timestamp and content, enabling direct communication about quotation details and status updates via simple comment input and post functionality.