Export a calculation to a quotation

Turn a finished calculation into a new or existing quotation.

Export a calculation to a quotation

When a calculation is ready, you export it to a quotation to send prices to the customer.

Lock the calculation before you export it.

Locking keeps the calculation figures fixed as the source for the quotation.

1

Open the calculation

Open the calculation you want to export.

2

Lock the calculation

Lock the calculation so its figures stay fixed.

3

Choose the export target

Export to a new quotation, or to an existing quotation that has not been sent yet.

4

Choose how to handle prices

Choose to sync the purchase prices again, or to keep the prices from the calculation.

5

Finish the export

OutSmart creates or updates the quotation and copies the lines.

A note is added to the quotation to record that the calculation was imported.

Export options explained

• New + sync creates a new quotation and refreshes purchase prices
• New + keep creates a new quotation and keeps the calculated prices
• Existing + sync adds the lines to an existing quotation and refreshes prices
• Existing + keep adds the lines to an existing quotation and keeps the prices

Frequently asked questions

Can I export to a quotation that was already sent?

No.

A sent quotation cannot receive imported calculation lines.

What is the difference between sync and keep?

Sync refreshes the purchase prices from your current price data. Keep uses the prices stored in the calculation.

Related topics

• Create a calculation

• Invoices