Create your first quotation

1. 1Open the customer or opportunity and choose Create quotation.
2. 2Add lines with quantity, unit and rate. VAT is calculated per line.
3. 3Add scope, exclusions and payment terms.
4. 4Choose Submit for approval if your approval rules require it, otherwise choose Mark as sent.
5. 5When the customer accepts, record the acceptance and attach the LPO.

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