The Quotation function helps you to compile a Quotation with all the necessary information. You can find the feature under Perform.

The quotation can be printed, for example, as a pdf. Once the customer has accepted the quotation, you generate a work order with a single click.

Search Quotations

In the search field, search for the customer’s name or customer number.

En ruta med en bock = filter

Click this symbol to open the search filter. Then you can enter the date range on the quotation you are looking for.

This is what the list of your created quotations looks like. Click on the “gear” to change, view or delete the quotation. Of course, you can also open the quotation by clicking anywhere in the field for each quotation.

Image 1. A list of quotations
Colors and symbols

Colors and symbols are the same as in the system’s orders with the addition that you see if a quote has been sent to the customer for approval. (If you use Remote signing)

Green / telephone = The offer has been written but not handled.

Orange = The offer/sale is sent to the customer for approval and signature.

Purple = The offer is approved and signed by the customer and an order is created. The symbols show what kind of order has been created (Work order/tool, Service order/watch, etc.)

Blue = The order based on the quotation has started/Ready for invoicing or Invoiced.

Ett plustecken

Click on the plus sign to create a new quotation. Fill in the information you want to include.


Search among your customers. If the customer is not in your register, fill in the name and the system automatically adds the customer to the Customer register.

The information about payment terms and default interest is retrieved from the settings you have made in the Quotation Settings. See more under Information for admins for Quotation Settings.

Validity period

Fill in the date of validity of the quotation.

Shipping Address

Fill in the delivery address if it is different from the customer’s address.

Description and Articles

Describe the content of the quotation and add the items to be included in the quotation. The article information are added from the Article Register.

Read more about Description under Information for admins.


Do not forget to save the quotation!

Upload documents

You can also upload documents linked to the quote, such as condition attachments, drawings, leaflets …

Image 2: Example of print
Print the quotation

You can print or save the quotation as a pdf and then email it to the customer.

If you entered a logo and chose to use a footer , these will be included in the printed quotation.

You make settings for this, by signing in with your admin account, under Group settings – Module settings – Edit print settings.

Read more under information for admins below.

The quotation can also be sent by e-mail as a pdf. The offer is called OF and the number on the offer. You can change this when you send.

Generate work orders, service orders or sales orders

Click Generate work order, service order or sales order to create an order based on the quotation.

When you generate a sales order, a order confirmation is created at the same time to be printed or emailed. The delivery note also states the possible conditions entered in the quotation.

Approve and sign the quote digitally

Click on Email / SMS at the bottom of the page. Fill in the customer’s email and click send. An e-mail with the quotation as a pdf is then sent to the customer for reading. If you use digital (remote) signing, a link is also sent in the email that the customer clicks on and then signs. When the customer has signed, you can see it by the quote changing color to purple.


Sign the quotation if desired.

Generate order with all information filled in by clicking:

  • generate work order
  • generate service order
  • generate sales order

Information for administrators

Sign in with your admin account and go to Group settings – Module settings – Edit quotation settings.

Group settings
  •  Use remote signing
    This function allows you to send quotations by e-mail for signing digitally directly by the customer. The signing is done via an external encrypted service and each signing has a unique “key”.
Payment settings
  • User payment terms
  • Use default interests 
  • Use remote signing.
    This function allows you to send quotations by e-mail for signing digitally directly by the customer.
  • Default payment terms (days)
  • Default interest
  • In the Default description field you can enter text that you usually include in your quotes so you do not have to fill in the text every time. The text can be changed on the individual quote without changing the Default description.

Changing the Quotation settings does not affect already written and saved quotes.

Quotation-related user permissions

Create, View, Edit, Delete, Delete Uploaded Files linked to quotation.