QCRM Sales Quotes Guide

Overview

Create and manage customer quotations before an order is confirmed.

Main purposeCreate and manage customer quotations before an order is confirmed.

Important areasQuote number, status, quote date, valid until, account, contact, deal, line items, totals, terms, print preview, comments.

Business valueConsistent quote records reduce manual errors and preserve commercial history before order conversion.

Common Path: Sales > Quotes

Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.

A quote captures proposed items, quantities, prices, discounts, taxes, and terms.
Accepted quotes can be converted to sales orders when the customer confirms.
Print preview gives a customer-facing document view before sharing or printing.

Area	What It Is Used For
Quote list	Review draft, sent, accepted, rejected, expired, or cancelled quotes.
Quote details	Shows account, contact, deal, dates, totals, and lines.
Line items	Each product or service row with quantity, price, discount, tax, and total.
Print preview	Customer-facing quote document.

Field Or Control	What It Means	When To Use It
Quote number	Optional or automatic quote reference.	Use automatic numbering unless your process requires a manual number.
Status	Draft, sent, accepted, rejected, expired, or cancelled.	Update as the customer responds.
Valid until	Date the offer expires.	Use to prevent old prices from staying active.
Customer reference	Customer-side request or reference number.	Use when the customer provided one.
Currency and rate	Commercial currency context.	Use when the quote is not in the default currency.
Terms and conditions	Commercial notes printed with the quote.	Use for payment, delivery, or validity terms.

Create a new quote from the Quotes list or from the related customer/deal workflow.
Link the account, contact, and deal where available.
Add lines with item, unit, quantity, price, discount, and tax.
Review subtotal, discount, tax, and grand total.
Save the quote, preview it, then update the status when sent or accepted.

If totals look wrong, check quantity, unit price, discount percent, and tax percent on every line.
If tax options are missing, ask an administrator to set active tax rates.
If conversion is unavailable, check your order conversion permission.