This article describes the administration settings on the 'General' tab. This tab contains the settings for 'Pricing'.

This article describes the administration settings on the 'Status and actions' tab. On this tab you will find the standard configuration of the status-and-action model of the sales quotation.

Once you have filled in all the information for the sales quotation and determined a quotation price, whether supported by a calculation or not, you can submit the quotation to your client. The action 'Submit' is a process step. In this article, you will learn how to submit a sales quotation.

The quote value per week, month, or quarter in one overview? With the standard dashboard 'Quote Value Analysis' you quickly have access to the quote data for a specific period.