How to Create a Sales Proposal or Quotation

To create a new quotation, open the Sales module and navigate to Quotations. Click Create New and select the appropriate customer.

Add the products or services, quantities, prices, applicable taxes, discounts, payment terms, and quotation validity period. Review the quotation before saving it.

Once finalized, the quotation can be sent to the customer for approval. After the customer accepts the quotation, it can be converted into the next stage of the sales process according to your company's workflow.

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