You can modify an existing quotation by editing the information that is registered on the selected quotation.

Any quotation with the status of Createdcan be sent to the business relation for confirmation, either by using e-mail or by mailing a printed copy.

1. Click Project quotation.

2. On the Overviewtab, select the quotation that you want to send to the business relation.

3. Click Updates, and click Quotation, and then open the Send quotationform.

4. Click Optionsto select whether you want the quotation sent to Screen, E-mail recipient, File, Print archiveor Printer.

5. Click OKto accept the update and to change the quotation status to Sent.

You can confirm any quotation with the status of Created. You can confirm the status before the quotation is sent.

1. Click Project quotation.

2. On the Overviewtab, select the quotation that has been accepted and confirmed by the business relation.

3. Click Updates, click Confirmation, and then open the Confirm quotationform.

4. In the Confirm quotationform, select Print confirmationif you want to print the quotation.

5. Click OKto accept the update and to change the quotation status to Confirmed.

The quotation will now be converted to a Project. Use the Projectsform for additional processing.

You can update the status on all Sentquotations to Lost, if it is necessary.

1. Click Project quotation.

2. On the Overviewtab, select the quotation that you want to register as lost.

3. Click Updates, click Quotation lost, and then open the Lose quotationform.

4. In the Reason lostfield, select the reason that the quotation did not result in a sale.

5. Click OKto accept the update and to change the quotation status to Lost.

Any quotation with the status Sentcan be canceled.

1. Click Project quotation.

2. On the Overviewtab, select the quotation that you want to cancel.

3. Click Updates, click Quotation canceled, and then open the Cancel quotationform.

4. In the Reason must be specifiedfield, select the reason that the quotation was canceled.

5. Click OKto accept the update and to change the quotation status to Canceled.

1. Click Project quotation.

Note
You can use the options at Project> Periodic> Quotation update.

1. On the Overviewtab, select the quotations that you want to update.

2. Click Updates, and select the relevant update option.

3. Make your updates in the update form ( Send quotation, Confirm quotation, Lose quotationor Cancel quotation).

4. Click OKfor the updates to take effect.

Note
If you select quotations with different quotation statuses, several options for updating them are available in the Project quotationform. But, only the quotations that you can actually update are shown in the update form that you select.