Leads & sales

Create, save & review a quotation

Separate a working draft from a quotation ready for a buyer.

Where to go

Lead → Create quotation / Sales → Quotes

Step by step

Start from a valid lead you can access. Check the buyer and the meaningful product identity.
Enter quantity, compatible units, purchase cost, currency/FX and required commercial fields.
Set Valid until and save the draft. Confirm the saved date and values after reopening.
Resolve all readiness warnings. A zero-cost item requires an explicit allowed reason; blank product is not a finished quote.
If you have unsaved changes, use Save & review before sending. Preview the saved buyer version and selected bank account.

Demo example

Demo: 1 MT sample goods, valid purchase cost and FX; save a chosen validity date and reopen to check it.

Can I start a quote without a valid lead?

The quotation start flow requires a valid lead within your permitted scope.

Can I send an incomplete draft because it saved?

No. Draft saving and send readiness have different rules. Resolve meaningful product, quantity, units, cost and required terms.

How do I represent a genuine zero-cost sample?

Use the explicit zero-cost exception/reason where allowed; do not disguise an incomplete purchase rate as a sample.

Reviewed 10 October 2026 · CRM 0.53.1