Creating and Converting Quotations
Quote the scope, record acceptance and the PO, and convert to a work request.
Required permissions: Create within your organization's tenant.
The quotation is the commercial ancestor of the job: acceptance and PO are recorded before work begins.
Before you begin
- Customer exists
- Scope, method, amount, and validity period
Step-by-step instructions
- 1
Create the quotation
Quote number and customer are required; add site, method, amount, currency, validity date, and the scope of work.
- 2
Send and track
Status runs draft → sent → accepted, rejected, or expired.
- 3
Record the PO
When the customer authorizes, record their purchase order number on the quotation.
- 4
Convert to work
Converting an accepted quotation creates a work request carrying the customer, scope, method, and PO, and marks the quotation converted.
Expected result
Authorized scope becomes connected work, traceable to its quote.
What happens next
Schedule the resulting work request.
Fields explained
- Valid until
- The date the offer lapses, expired quotations should be re-quoted.
Statuses explained
- Accepted
- Customer authorized, ready to convert.
- Converted
- Now a work request; shown on the quotation.
Troubleshooting
Convert option unavailable
Only accepted quotations convert, record the acceptance first.
Related questions
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Related module
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