Create a quotation

The quotation you send a customer is called a proforma invoice in the module: it prices what the customer asks for without committing anything. This guide writes it, fills it line by line, sends it and records the answer of the customer.

Prerequisites

• The Sales module activated for your organization
• The SALES.PROFORMA_INVOICE.WRITE right to write a quotation, SALES.PROFORMA_INVOICE.READ to read it back
• At least one seller in a sales team: the seller is required on the quotation (see Getting started)
• The products to price in the catalog, with their sales pricing

Steps

1. Open a new quotation

In the menu, Sales › Proforma invoices, then New proforma invoice. The button only shows to a profile that writes quotations.

The list itself is narrowed by text, by Status, by period — From, To — and by Customer; the filter you set lives in the address of the page, so a reload does not lose it.

2. Fill the header

The Create a proforma invoice dialog asks for:

• Kind — the list the server publishes; the first kind is offered by default;
• Seller — required; if you are yourself a seller of the module, your name is already there;
• Customer — searched among the contacts of the organization;
• Issue date — required, date and time, set on now;
• Expiration date — required: the date beyond which your pricing no longer holds;
• Description and Terms and conditions — what the quotation will tell the customer.

Save: the module writes the quotation and takes you straight to its record.

A quotation opens with no line

The form asks for no product: the lines are only written once the quotation exists, on its record.

3. Add the lines

On the record, Add a line opens Add a product line:

• Product — required; choosing it brings back its label, its description and its taxes, those of the customer if any is waived;
• Label and Description — editable for that quotation alone;
• Quantity — required;
• Unit price — locked on the tariff of the catalog, except for a product whose price is settled at the moment of the sale;
• Apply the discount automatically — ticked, the discount of the customer applies by itself; untick it to type the Discount by hand;
• Taxes — those of the product, to complete or to remove.

The bottom of the dialog shows what the server computes: Untaxed total, Net commercial, Tax amount and Total with taxes. You set no amount yourself.

The lines stack in the table of the quotation — Product, Description, Qty, Unit price, Untaxed amount, Discount, Net commercial, Taxes, Total with taxes — with the Edit and Remove actions, and the totals of the document are computed again under them.

4. Send the quotation

Send marks the quotation as gone to the customer; the module asks for confirmation before acting. Print draws the document to attach at any time.

The lines freeze on departure

Edit, Add a line, Remove and Delete are only offered on a draft. A quotation already sent is not rewritten: to change a price, cancel it and draw a new one.

5. Record the answer of the customer

On a quotation already sent, two buttons wait: Accept and Reject. The status follows the answer, and an accepted quotation then opens what comes next — Convert into a purchase order and Generate an invoice.

Cancel stays offered as long as the customer has not rejected it: an accepted quotation is still cancelled.

What next?

• Convert a quotation into a purchase order
• Generate an invoice
• Getting started with Sales

Changelog

• 1.0 (August 27, 2026): document created.