# Quotation

### Create and Manage Quotation <a href="#create-and-manage-quotation" id="create-and-manage-quotation"></a>

You can add a quotation to the opportunity

To add quotation

Go to **Sales** and click on **Opportunity**

<figure><img src="/files/ggf2l2c1jdyACpJ1sDlS" alt=""><figcaption></figcaption></figure>

Click on the opportunity title to see all the **details**

<figure><img src="/files/vQVqN8b80M67V9uC7qZD" alt=""><figcaption></figcaption></figure>

Inside the details page, click on the **other** tab

<figure><img src="/files/fcoadLGDUP7kiaPl0jWe" alt=""><figcaption></figcaption></figure>

On this page, click on **+Quotation** to add quotation details

<figure><img src="/files/d8R3It5lqEl5Otp2nNOe" alt=""><figcaption></figcaption></figure>

Add all the details and **save** the form

<figure><img src="/files/RILk6sYnbJ2Kw9dHRNba" alt=""><figcaption></figcaption></figure>

Your quotation will get added in **Quotation Details**

<figure><img src="/files/PwCtc4W3nxhg2VLJe5Dj" alt=""><figcaption></figcaption></figure>

### View Quotation <a href="#view-quotation" id="view-quotation"></a>

To view the Quotation

Go to **Opportunity** **Details**

Click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FFw0BrRMrVwenofZfHzSD%252F6.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=8deed798\&sv=2) in **quotation details** for the quotation that you would like to view and click the **View** button

<figure><img src="/files/fJkgeWmB4lUuJCVbeqbB" alt=""><figcaption></figcaption></figure>

You can see all the details of your quotation. Here you can **Download/Print** **quotation details** and share on **WhatsApp**

<figure><img src="/files/bLhhZJ91YMHpm4noUbQz" alt=""><figcaption></figcaption></figure>

### Edit Quotation <a href="#edit-quotation" id="edit-quotation"></a>

To view the Quotation

Go to **Opportunity** **Details**

Click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252Fx75zWLWDopbgx5RauSzb%252F9.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=922cad25\&sv=2) in quotation details for the quotation which you would like to edit and click the **Edit** button

<figure><img src="/files/Aj5jcaKrDCUAigI2dsV3" alt=""><figcaption></figcaption></figure>

Add all the details and **Save**

<figure><img src="/files/gP6JuVuOz2LYGf6V6Gwp" alt=""><figcaption></figcaption></figure>

### Delete Quotation <a href="#delete-quotation" id="delete-quotation"></a>

To delete the Quotation

Click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FQiJRmB8yK9ucuvUGGQYB%252F12.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=dbc6358b\&sv=2) in quotation details for the quotation that you would like to delete and click the **Delete** button

<figure><img src="/files/wHnLRJqzdcSiX8yyWRYo" alt=""><figcaption></figcaption></figure>

Give your confirmation in the popup and the record will be deleted

<figure><img src="/files/viXbVdu1UI5PzT8xuzfX" alt=""><figcaption></figcaption></figure>

Last Update 11 December 2025


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