Create a Quotation for a Customer in CRM

This tutorial explains how to create a quotation for a customer in the Toddoo CRM. Creating a quotation allows you to send formal offers with prices, items, and terms to your clients. You’ll start a new quotation, add customer and product details, apply prices or discounts, and publish or send the quotation.

Estimated time: 5 minutes

Tip: Define the quotation currency before adding item prices to ensure accuracy.

Step-by-Step Quick Guide

1. Open the Organiser Portal and go to the CRM section.

2. Select Quotations and click to create a new quotation.

3. Select the customer you want to create the quotation for.

4. Add the quotation title, validity date, and currency.

5. Add items or services with their respective quantity and unit price.

6. Apply any tax, discount, or custom terms required.

7. Save and preview the quotation to review details.

8. When ready, click Send or Publish to share the quotation with the customer.

Common Mistakes & Fixes

No customer selected → Select a customer before saving the quotation.

No items added → Include at least one product or service to create a valid quotation.

Quotation not visible to the customer → Use Send or Publish to make it available to them.

Incorrect currency → Set the correct currency before entering prices.

FAQ

Q: Where can I create quotations?

A: In the CRM section under Quotations.

Q: Can I edit a quotation after sending?

A: You can create a revision if the quotation is locked.

Q: Who can create quotations?

A: Users with CRM sales permissions can create quotations.

Q: Why is my quotation not published?

A: Ensure the quotation has been sent or published after saving.