Creating quotations

Before you begin#

Open the quotation action for the assigned job. Your account must have quotation-management permission, and the quotation must be editable.

Prepare a quotation#

1. Add an item and select the applicable subcategory.
2. Enter the item name, description, quantity, unit, and unit price.
3. Review discount and tax settings and the calculated line total.
4. Apply the item and repeat for other work.
5. Review notes, validity date, currency, and totals.
6. Save a draft or submit for review using the available action. Confirm submission when prompted.

After submission#

Check the quotation's current version and status. Review and approval are handled by the appropriate Thora and customer workflows.