Quotations: create, send and convert

Quotations: create, send and convert — this article covers what it is, where it lives in OneSuit and exactly what to do. Part of the Sales, Purchases & Returns section of the OneSuit Knowledge Base.

Where to find it: Quotations

Steps

1. Open Quotations → Add.
2. Add items and validity.
3. Save.
4. Send by WhatsApp / email / SMS.
5. When approved click Convert to sale.

Tips

• Quotations do not reduce stock.

Need help?

If something on this page does not match what you see in OneSuit, message our support team on WhatsApp with your subdomain and a screenshot — we reply within minutes during business hours (Mon–Sat, 10am–8pm PKT).