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How to Create and Manage Professional Customer Quotations in Invent ERP

Learn how to create, customize, send, and track customer quotations while improving sales efficiency and customer response times.

Step-by-Step Process​

Step 1: Access the Sales Module​

Step 1 - Access Quotation Module

Step 2: Choose Quotation​

Step 2 - Enter Basic Details

Step 3: Fill Out Order Details​

Step 3 - Add Quotation Lines

Step 4: Add Product and Terms & Conditions​

Step 4 - Add Terms Conditions Step 4 - Add Terms Conditions

What Happens After Sending?​

  • Customer accepts → Convert to Sales Order
  • Sales order inherits all quotation data
  • Continue to invoicing, delivery, and payment

Best Practices​

  • Use product templates for repeated offers.
  • Keep notes professional and clear.
  • Always set an expiration date.
  • Add attachments to avoid back-and-forth emails.
  • Use naming conventions for easier search later.

FAQ​

Q: Can I make changes after confirming a quotation? You can't edit a confirmed quote directly, but you can duplicate it, make changes, and resend it.

Q: Can I include taxes or shipping charges? Yes Invent ERP handles taxes, delivery charges, and discounts as part of the quotation lines or totals.

Q: Is there a way to customize the PDF format? Yes You can use custom templates or branding under system settings.