Creating a Quotation

Creating a Quotation

Every sale in CloudFFL starts with a quotation. Here is how to create one.

Step by Step

1. Go to Sales → Orders → Quotations.
2. Click New.
3. In the Customer field, start typing the customer's name and select them from the dropdown. If they are not in the system, you can click "New and Edit" to create a new contact on the spot.
4. The Quotation Date fills in automatically.
5. Set an Expiration Date if the quoted prices are only valid for a limited time (optional).
6. Leave other fields at their defaults for now.

The Quotation Form

The form has these main areas:

• Top section — Customer name, dates, quotation number
• Order Lines tab — Where you add products (covered in the next page)
• Optional Products tab — Suggest additional items the customer might want
• Other Info tab — Payment terms, salesperson, fiscal details