Selling · Guide 222 of 624

Send a quotation

A quotation in RockifyERP tells a customer or lead what they will pay before they commit.

How to do it in RockifyERP

  1. Go to Selling › Quotation and click + Add Quotation.
  2. Choose Customer or Lead in Quotation To, then the name in Party.
  3. Set Valid Till.
  4. Add items and quantities. Rates fill from your price list.
  5. Check taxes and total, then Save and Submit.
  6. Print or email it as a PDF.

Tip: Mark lost quotations as Lost with a reason, so you learn why deals slip.

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