--- title: Customer Quotes description: "> 📍 **Where can you find this module?** > *Main menu > Sales* --- ## Introduction The **Customer Quotes** module lets you create, track, and convert your sales proposals. It is available via *Main menu > Sales > Quotes*. Here…" url: "https://www.kafinea.com/en/help/sales/customer-quotes/" updated: "2023-11-28" category: Sales --- # Customer Quotes > 📍 **Where can you find this module?** > *Main menu > Sales* --- ## Introduction The **Customer Quotes** module lets you create, track, and convert your sales proposals. It is available via *Main menu > Sales > Quotes*. Here you will find features to: - Create quotes for your customers or prospects - Track the progress of each proposal (sent, under review, accepted, rejected) - Convert an accepted quote into a customer order, an invoice, or a supplier order - Send a quote by email or have it signed electronically --- ## 1. Create a quote ### Access 1. Access the **Quotes** module via *Main menu > Sales > Quotes* 2. Click the **Add Quote** button ### Information to provide A quote consists of several information blocks: **General information:** - **Subject**: quote title (required) - **Customer account**: the recipient customer or prospect - **Contact**: the associated contact on the customer side - **Valid until**: offer expiry date - **Assigned to**: the sales representative responsible for the quote **Product/service lines:** - Add one or more products or services from the catalog - For each line, enter the quantity, unit price, and any discount - Applicable taxes are calculated automatically based on the product configuration > **Note:** Taxes and tax regions are configured in the admin panel. To learn more, see [Tax configuration](../../250_parametrage/120_la-configuration-des-taxes.md). > **Good to know**: you can add products from different categories to the same quote. Subtotals and the grand total are recalculated automatically. ### Currency The quote can be issued in the currency of your choice. The currency is selected in the form and applies to all lines in the document. --- ## 2. Quote lifecycle Each quote goes through different stages that reflect its sales progress: | Stage | Meaning | | --- | --- | | **Created** | The quote has just been created; it has not yet been sent to the customer | | **Sent** | The quote has been sent to the customer (by email or another channel) | | **Under review** | The customer is reviewing the proposal | | **Accepted** | The customer has accepted the quote — it can now be converted | | **Rejected** | The customer has declined the proposal | > **Important:** switching to the “Accepted” status is a prerequisite for converting the quote into an order or an invoice. However, you can trigger the conversion manually regardless of the status. --- ## 3. Actions available on a quote ### Send by email From the quote record, you can send it directly by email to the associated contact. The system automatically generates a PDF of the quote and attaches it to the message. ### Export to PDF You can download the quote in PDF format at any time to print or archive it. ### Electronic signature If the electronic signature module is enabled, you can start a signing process directly from the quote record. The recipient receives a link to sign the document online. > **Good to know**: electronic signatures are legally binding. Once the document is signed, it is archived with the proof of signature. --- ## 4. Convert a quote A quote can be converted into several types of documents. These conversions are available from the quote record via the actions menu. ### To a customer order The conversion automatically carries over all quote information (customer, product lines, amounts) into a new customer purchase order. ### To an invoice The conversion creates a pre-filled invoice from the quote data. The invoice date and due date are initialized to today’s date. ### To a supplier order From a quote, you can generate supplier orders for products to be procured. The system lets you select the lines to convert and automatically creates the corresponding supplier orders. > **Good to know**: if the products in the quote come from different suppliers, a separate supplier order will be created for each supplier. ### Automatic invoice generation A workflow can be configured to automatically generate an invoice when a quote moves to the “Accepted” status. This behavior can be configured in the module’s workflow settings. --- ## 5. Relationships with other modules The quote is a central document in the sales process. From the quote record, the relationship tabs allow you to view: - **Customer orders**: the purchase orders generated from this quote - **Invoices**: the invoices generated from this quote - **Supplier orders**: related procurement orders - **Documents**: associated files (signed PDF, attachments, etc.) - **Activities**: calls, meetings, and tasks related to this quote --- ## 6. Special cases ### Multi-line quotes with different discounts Each product line can have its own discount (percentage or fixed amount). You can also apply an overall discount at the quote level. ### Editing a quote after sending A quote can be edited at any time, regardless of its status. Remember to resend the document to the customer if changes were made after the initial send. ### Duplicating a quote Use the **Duplicate** function to quickly create a new quote from an existing one. All information is carried over, including product lines. --- ## 7. Frequently asked questions ### How do I know if a quote has been converted? Check the relationship tabs on the quote record. If a customer order or an invoice has been generated, it will appear in the corresponding tab. ### Can the same quote be converted multiple times? Yes, a quote can be converted multiple times. This can be useful for creating multiple orders or partial invoices from the same quote. ### How can I find all quotes for a customer? From the **Customer account** record, go to the **Quotes** tab to display the list of all quotes associated with that customer. ### Can the customer view their quotes online? If the customer portal (extranet) is enabled, finalized quotes are available to the customer from their online space. --- ## 8. Glossary | Term | Definition | | --- | --- | | **Quote** | Priced sales proposal sent to a customer or prospect | | **Customer account** | Company record representing the customer or prospect | | **Contact** | Individual associated with a customer account | | **Finalize** | Permanently lock a document to prevent any subsequent modification | | **Customer order** | Document confirming the customer’s purchase commitment | | **Workflow** | Automation triggered by an event (e.g., status change) | --- ## Related references 🔗 - [Customer accounts](https://www.kafinea.com/en/documentation/sales/customer-accounts/) - [Customer purchase orders](https://www.kafinea.com/fr/documentation/ventes/les-bons-de-commande-client/) - [Products](https://www.kafinea.com/en/documentation/catalog/products/) - [Services](https://www.kafinea.com/en/documentation/catalog/services/) - [Using a price list](https://www.kafinea.com/fr/documentation/grille-tarifaire/l-utilisation-d-une-grille-tarifaire/) - [Tax configuration](../../250_parametrage/120_la-configuration-des-taxes.md)