Quotation
A quotation is a price offered to your clients before confirming a sale, outlining items, rates, and terms. You can then issue an invoice once your clients accepted your quote.
Navigate to the Sales dropdown, select Quotation, and click "Add New" to create a new quotation.
🔹 Quotation Date (Required)
Select the date the quotation is issued. This ensures accurate tracking of when the quotation was created.
🔹 Expiry Date (Optional)
Set the date when the quotation will no longer be valid. Leave this field blank if the quotation has no expiry.
🔹 Client Name (Required)
Select or type the customer’s registered name. This will link the quotation directly to the correct client profile.
🔹 Details
This field is auto filled based on the selected client, including the contact person and contact number.
🔹 Currency (Required)
Select the currency for the quotation (e.g., MYR for Malaysian Ringgit).
🔹 Items (Required)
Add the products or services being quoted. Complete the following fields for each item:
- Description: Name of the product or service.
- Quantity: Number of units.
- Rate: Price per unit.
- Tax (%): Applicable tax rate (e.g., SST 6%).
- Amount: Automatically calculated as (Quantity × Rate) + Tax.
🔹 Subtotal
Displays the total amount before discounts or additional adjustments.
🔹 Discount (Optional)
Enter any discount amount or percentage offered to the client.
🔹 Total Amount
Shows the final payable amount after applying discounts.
Option 1: If your quotation is in MYR (Malaysian Ringgit), fill in the standard fields as listed.
Option 2: If your quotation is in another currency, an additional Exchange Rate field will appear, which you must complete.
🔹 Notes
Add any additional terms, conditions, or special instructions you want to share with your client (e.g., “Valid for 30 days”, “10% downpayment required to confirm”).
By default, a standard remark will be included automatically. You may click "Modify" to edit and personalize the remark as needed.
Click the "Save" button to store the quotation details. Quotation is created! 🎉
Once the quotation details are saved, the quotation will be created in Draft status, and a quotation number (e.g. QUO-00001) will be automatically assigned.
To make changes, click "Edit", update the details as needed, and then click "Save" to store the updates.
Click the Share button to send the quotation directly, either by WhatsApp or Email
- WhatsApp – Contact number and default message autofill. Edit if needed, then Send.
- Email – Email address and default message autofill. Edit if needed, then Send.
💡 Tip: Ensure client details (phone & email) are filled in so fields populate automatically.
Click the Convert button to turn the quotation into an invoice.
A confirmation pop-up will appear, reminding you that once the quotation is converted into an invoice, the quotation details can no longer be edited.
Once you click OK, you will be redirected to the Invoice Creation page. Some fields will be automatically populated based on the quotation details.
For more info, please refer to the Invoice section.
Well done! You’ve finished this guide.
You can go back to any step at any time.