> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/quotation.md).
# Quotation
Quotations provide a clear breakdown of the products or services being offered, their associated costs, and any terms and conditions.
### Create and Manage Quotation
You can add a quotation to the opportunity
To add quotation
Go to **Sales** and click on **Opportunity**
Click on the opportunity title to see all the **details**
Inside the details page, click on the **other** tab
On this page, click on **+Quotation** to add quotation details
Add all the details and **save** the form
Your quotation will get added in **Quotation Details**
### View Quotation
To view the Quotation
Go to **Opportunity** **Details**
Click on the Action menu (3 vertical dots)  in **quotation details** for the quotation that you would like to view and click the **View** button
You can see all the details of your quotation. Here you can **Download/Print** **quotation details** and share on **WhatsApp**
### Edit Quotation
To view the Quotation
Go to **Opportunity** **Details**
Click on the Action menu (3 vertical dots)  in quotation details for the quotation which you would like to edit and click the **Edit** button
Add all the details and **Save**
### Delete Quotation
To delete the Quotation
Click on the Action menu (3 vertical dots)  in quotation details for the quotation that you would like to delete and click the **Delete** button
Give your confirmation in the popup and the record will be deleted
Last Update 11 December 2025
