In case the client cannot find the Quotes from their website and want to send you a new quote request right in the system. 

• Step 1: Choose Quote > Requests > Customer tab: Choose the Quote with the status is Pending.

• Step 2: This is the details quote request screen. Choose the button Create A Quote

• Step 3: Starting the create a Quote for the request 

Input the information into fields. The actions are the same as creating a manual quotation. 

• Step 4: Choose Save or Save & Send

• Choosing “Save” then the Quote will be sent to the Quote tab > List and the status will be changed to Draft.
• Choosing “Save & Send” the Quote will be sent to the client's site, and the status will be sent. At the same time, it's also sent to Quote tab > List and the status is Pending.

Status of Quotation request for client 

The same as Quote's status, the request has statuses. 

1. Pending

The client Quotation request is waiting for you to process 

2. Quote sent

This is a status that you already sent a quotation from the client's request. 

3. Cancelled

This is a status that the request is canceled from the client's system, or you canceled the request.