Sales & CRM·支援代碼CRM-002 管理員／人事專用

Creating and Sending Quotations

Create a quotation for a customer, export it as PDF, and send it.

[Steps]

1.Sales → Quotations → Create Quotation
2.Select customer
3.Set quote date and expiry
4.Add line items (name, qty, unit price, tax rate)
5.Enter notes and payment terms
6.Save (draft status)

[From template]

Use saved quotation templates to auto-fill common line items.

[PDF export]

Click "Export PDF" on the quotation detail page. Company logo and address are auto-included.

[Approval workflow]

Quotations above a certain amount may require manager approval (⚠ depends on tenant settings).

Click "Submit for Approval" to start the flow.

[Status flow]

Draft → Pending Approval → Approved → Sent → Won / Lost

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