Create a quotation

Create a standalone quotation or generate one from a work order.

You can create a quotation in two ways:

• as a standalone quotation
• from an existing work order

When you send a quotation, it is finalized.

Create a standalone quotation

1

Open Quotes

Go to Quotes in the left menu.

2

Start a new quotation

Click Create quote.

3

Fill in the quotation

Add the customer, lines, and any other details you need.

Then click Save.

4

Finalize the quotation

Choose E-mail to send it to the customer.

Choose Manual when you want to finalize it without sending an email.

You can also create a quotation from the customer card in CRM.

Create a quotation from a work order

1

Open the work order

Open the work order from the Scheduler or the work order overview.

2

Choose Quote

Open the action menu in the top right.

Select Quote.

3

Review the generated quotation

OutSmart copies the relevant work order details to the quotation.

4

Save and finalize

Add any missing details.

Click Save.

Then finalize the quotation with E-mail or Manual.

Frequently asked questions

Can I create a quotation from a customer card?

Yes.

Open the customer in CRM and start the quotation there.

Can I create a quotation from a work order?

Yes.

Open the work order and choose Quote from the action menu.

What happens when I send a quotation?

Sending a quotation finalizes it.

Related topics

• What are Quotes?
• Convert quotation into work order
• Work Orders
• Quotes