Invoicing & Billing - Quotation

General Info

A quotation is a document that specifies the prices suggested for the products or services and is provided to your prospective customer. When the quotation is sent to your customer, you commit to the desired rate stated in the quotation and is not expected to budge.

Create a Quotation

1. On the left menu, choose Sales > Quotation. Choose New > Create New button on the top right.

2. Enter all necessary information and choose Save & Stay floating button.

Column Description
Ref Code Internal reference code for your own reference.
Version Any numeric value. You can leave it blank and by default it will have value 1
Date The quotation document date.
Due Date The date by which the quotation is valid. You can select Payment Terms to trigger the auto calculated Due Date.
Customer The party who request for the quotation.
Order No Order number from the customer who request the quotation (if any).
Sales Person The Sales Person who responsible for the quotation or the deal.
Bill To The contact person of the selected customer. All bills related will be sent to this contact.
Payment Terms To specify when the customer should make the payment if the deal is succeed. Select the Payment Terms option value will trigger the recalculation of Due Date.
Payment Type To specify how the customer should make the payment.
Currency The currency used in this quotation. Only 1 currency allowed in a single quotation.
Ship To The person whom the goods will be delivered to.
Shipping Date The date when the goods will be delivered.
Shipping Terms The transport and the carrier.
Notes Some notes for the person who receive the quotation. You can also set a Default Notes for all quotations.
Remarks Some internal remarks regarding to this quotation.
Keyword Enter some meaningful keywords that is related to this document which will allow you to search the quotation easily.
Items The detail information of the items or services. If the item is defined in your Inventory Database, choose the magnifier button beside the Code to retrieve the item information from database. Otherwise you may specify any item code in the Code column.

Code - reference code of the item or service.
Name - a short name of the item or service.
Desc - detail description regarding the item or service.
Quantity - a numeric value for quantity, with a magnitude of a quantity.
UPrice - the price of single quantity.
Discount - you can enter the discount percentage (%) or the discount amount.
Tax - tax code applied to this item. You can define up to 2 tax code for each item.
Final - the final amount of this item after discount and taxation.
Sub Total The total amount calculated from all items price.
Additional Tax You have the option to apply the tax code on the total amount, instead of apply the tax code to each of the items.
Additional Discount Another discount applied to the sub total amount.
Shipping Shipping cost applied.
Total The final grand total amount of the quotation.
Total in Word The total amount described in text format.

3. Click button + Add Row to add more items or services.

4. Click on the red color dusbin button to remove item.

5. Drag the item using mouse cursor to reset the sequence of the items.

Setting the sequnce of quotation items

6. You can save the quotation as Draft or Generated Document. If the quotation is saved as draft, there is not reference code given. However, if it is saved as Generated Document, a unique reference code will be generated and give to this document.


Attach any documents that is related to this quotation.


Set the approval process for this quotation.

Document Security

System Admin and the owner of the Quotation can lock a document once it is completed to avoid the document been edited or deleted accidentally. It can be locked or unlocked anytime.

Lock a Quotation

Activity Log

List of activities perform on this quotation with timestamp.


Preview the quotation using the pre-defined template.

Next topic: Create a Quotation
Previous topic: Lead

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