Quotation overview

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A quotation is a document that a company sends to a potential customer to offer goods or services at a certain price, under specified conditions.

A quotation is used in the following process:

Process	Document purpose
Quote-to-cash	Record a company's offer to sell goods or services to a customer at a certain price, under specified conditions.

You can use a quotation as the first document in the quote-to-cash process. For example, you can create and send a quotation to your customer, then create a sales order based on the quotation, then create a sales invoice based on the sales order, then create a payment document based on the sales invoice or the sales order. Alternatively, you can create a payment document directly based on the quotation.

1C:Drive stores all quotations in the Quotations list. To open it:

Go to Sales.
Under Sales, click Quotations.

In this list, you can:

For the detailed description of quotation fields, see Quotation fields.

1C:Drive supports multi-variant quotations. This is a useful option if you need to provide a customer with a single document containing different quotation variants. For details, see Using quotation variants.

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