Quotation details: review and share a quote
Present a booking price for customer review and confirmation.
2 min read · 5 steps
Where to go
Finance → Orders → Quotation
Step by step
- 1
Open the quotation action for the booking from Orders.
- 2
Review the company and customer details, passengers, item descriptions, currency, total, and notes.
- 3
Use Print for a paper copy, or Download PDF and select Save as PDF in the browser print dialog.
- 4
Choose Copy share link to create or copy the public quotation link, then send it to the intended customer.
- 5
Return to Orders to continue the booking workflow after the customer confirms.
Good to know
A quotation is a proposal for review; it is not a receipt or proof of payment.
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