Quotation software for creating and managing customer proposals
Create and manage professional customer quotations with products, pricing, discounts, taxes, validity, statuses and PDF documents in the SUIGEST360 ERP sales workflow.
Prepare a complete commercial proposal.
A quotation belongs to a customer and contains one or more product lines with quantities, prices and tax information.
- Automatic numbering
- Required customer
- Quotation date
- Optional validity date
- Quotation status
- Products and quantities
- Discount
- Taxes and withholding
- Notes
- PDF and printing
Browse quotations.
The quotation list displays the main information for each document in an interactive table.
- Actions
- Reference
- Customer
- Date
- Valid until
- Status
- Total including tax
- Subtotal excluding tax
- Created by
- Updated by
- Search
- Sorting
- 50 rows by default
- Pagination
Create a new quotation.
The quotation number is automatically prepared from the configured document numbering rules.
- Select a customer
- Enter the date
- Optionally define a validity date
- Choose the status
- Add at least one product
- Add notes when required
Search or create the customer.
The form provides quick customer search and selection.
- Customer search
- Customer code display
- Customer selection
- Quick creation of a new customer without leaving the quotation
Add products to the quotation.
Product search uses active products and supports name, product code and barcode.
- Search by name
- Search by product code
- Search by barcode
- Automatic sale price
- Automatic product tax
- Editable quantity
- Editable unit price
- Line description
Create records without leaving the quotation.
SUIGEST360 allows selected master data to be created directly from the quotation form.
- Quick customer creation
- Quick product creation
- Quick category creation
- Quick brand creation
- Quick unit creation
- Purchase price
- Sale price
- Margin calculation
- Product tax assignment
Track quotation status.
Each quotation has a status representing its commercial state.
- Draft
- Sent
- Accepted
- Rejected
- Expired
- Converted
Apply a quotation discount.
An optional discount can be applied before taxes are calculated.
- Percentage discount
- Fixed amount discount
- Automatic discount calculation
- Reduction of the taxable base
Use the SUIGEST360 tax engine.
Quotations use active taxes applicable to sales or both purchases and sales.
- Product taxes before total including tax
- Percentage taxes
- Fixed taxes
- Tax brackets
- Charges after total including tax
- Withholding taxes
- Selectable document-level taxes
Understand quotation calculations.
SUIGEST360 automatically recalculates totals when lines, discounts or taxes change.
- Subtotal excluding tax
- Discount
- Taxable base
- Product taxes
- Total including tax
- Charges after total
- Withholding
- Final net amount
Quotations do not create stock movements.
Creating or editing a quotation is a commercial operation only.
- No stock is deducted
- No warehouse quantity is modified
- No stock movement is created
- Products can be quoted without a physical movement
View quotation details.
The quotation details page brings together customer information, products and commercial and tax totals.
- Reference
- Date
- Validity date
- Status
- Customer information
- Number of lines
- Total quantity
- Products
- Taxes
- Discounts
- Net amount
- Notes
- Created and updated information
Edit a quotation.
Editing allows customer, dates, status, products, discounts and taxes to be updated.
- Quotation number remains unchanged
- Change customer
- Change dates
- Change status
- Add or remove lines
- Change quantities and prices
- Complete tax recalculation
- Edit notes
Generate and print the quotation.
The quotation can be generated as an A4 PDF containing company and customer information.
- Company information
- Logo
- Legal information
- Customer details
- Date and validity
- Status
- Product details
- Quantities and prices
- Taxes
- Totals
- Amount in words
- Bank information
- Signatures
- Optional stamp
- Pagination
- Direct printing
Delete a quotation.
Deleting a quotation removes its lines and associated tax records.
- Confirmation from the quotation list
- Delete quotation lines
- Delete associated taxes
- Delete the quotation
- No inventory impact
Need help with Quotations?
If you experience an issue with products, taxes, discounts, calculations or quotation PDFs, open a request through the SUIGEST360 support portal.
Open support portal