Quotations
Manage quotations sent to customers, with support for viewing quotation lists, details, sending to customers, and customer electronic signature confirmation.
Quotations
Manage quotations sent to customers, with support for viewing quotation lists, details, sending to customers, and customer electronic signature confirmation.
Quick Start
A quotation is a pricing document sent to a customer, recording the prices, quantities, validity period, and other details of products or services. Once the customer confirms, the transaction can move forward.
View the quotation list
Tap the side menu > Quotations to open the quotation list. The list shows key information for each quotation including number, customer, amount, and status. You can filter by status and search by keyword.
View quotation details
Tap any quotation in the list to open the details page, where you can see the full information including basic details, product line items, signature information, approval history, and comments.
For more details, see the Detailed Guide below.
Detailed Guide
View Quotation List
Entry: App > Side menu > Quotations
The list supports the following:
| Feature | Description |
|---|---|
| Status Filter | Filter quotations by approval status |
| Keyword Search | Search by number or customer name |
| Group View | Group quotations by status |
View Quotation Details
Entry: App > Side menu > Quotations > tap a quotation
The details page includes:
| Section | Content |
|---|---|
| Basic Information | Number, issue date, expiry date, customer, currency, amount, etc. |
| Product Line Items | Each product's name, description, quantity, unit price, tax rate, subtotal |
| Signature Information | Your organization's signature and customer confirmation status |
| Approval History | Complete timeline of the approval process |
| Comments | Messages and discussion records |
| Attachments | Quotation attachments |
Send a Quotation
Entry: App > Quotation details page > Send
After approval, you can send the quotation to the customer. The customer will receive a link to view the quotation content.
Send condition: The quotation must be in "Approved", "Customer Accepted", or "Voided" status.
Customer Electronic Signature
After approval, the customer can view the quotation through the link and choose to accept or reject it.
- Customer accepts: The quotation status changes to "Customer Accepted", and the transaction can move forward
- Customer rejects: The quotation status changes to "Customer Rejected"
Comments
Entry: App > Quotation details page > "Comments" section
You can leave messages on a quotation to communicate with approvers or other colleagues. You can @ mention other people, and they will receive a notification. Each quotation in the list shows an unread comment count badge so you can spot new messages easily.
Status Reference
Approval Status
| Status | Meaning |
|---|---|
| Draft | Just created, not submitted |
| Under Review | Waiting for approver |
| Approved | Approval passed, can send to customer |
| Rejected | Approval not passed |
| Recalled | Submitter recalled it |
Customer Confirmation Status (After Approval)
| Status | Meaning |
|---|---|
| Customer Accepted | The customer accepted the quotation through the link |
| Customer Rejected | The customer rejected the quotation |
| Voided | The quotation was voided by an administrator |
Common Scenarios
How do I view details of a specific quotation? Tap the side menu > Quotations, find the target quotation in the list and tap to open the details page. You can see the basic information, product line items, signature, approval history, and other details.
How do I send an approved quotation to the customer? Open the quotation details page and tap "Send". The customer will receive a link to view and respond to the quotation.
The customer rejected the quotation. What do I do? After the status changes to "Customer Rejected", you can edit the product line items, prices, or other information on the computer, then resubmit for approval and send to the customer again.
How do I discuss a quotation with colleagues? Open the quotation details page and leave a message in the "Comments" section. You can @ mention other colleagues, and they will receive a notification.
The following features are only available on the computer: Create/edit/delete quotations, submit for approval, recall, bulk operations, email sending with PDF, PDF export, creating a sales invoice with one click, quotation settings (auto-numbering, default signature, view configuration, notes and terms templates).
If you have other questions, please contact our support team.
Purchase Orders
Manage purchase orders sent to suppliers, with support for viewing the purchase order list, group browsing, details, sending to suppliers, and voiding.
Payments
View payment and collection records linked to [Vendor Bills](bill), [Sales Invoices](income), and [Expense Claims](expense-claim). Track the payment progress and outstanding balance for each document.