Sending a Quotation and Downloading the PDF

Get the PDFCopy Anchor Link

1. Open the quotation from Sales → Quotations.
2. Click Download PDF. It takes a moment to render.
3. The button becomes Open PDF — click it to open the document in a new tab, then save it or print it from there.

The PDF uses your own quotation template, with your logo and layout, the same way your invoices and purchase orders do. You can change that template under Reports → Templates.

Mark it sentCopy Anchor Link

The product does not email your customer. You send the PDF however you already send things — email, WhatsApp, print, in person — and then tell the system you did:

1. On the quotation, click Mark Sent.
2. The state moves from Draft to Sent, and the banner starts counting down: "Valid until 12 Sep 2026 (18 days left)".

Once a quotation is sent, its prices are locked — you cannot edit it. That is deliberate: the customer is holding a document, and it has to keep meaning what it said. If you need to change something, duplicate it into a new quote.

Mark Sent is disabled on an empty quotation. Add at least one line first.

Next: Accepted, Lost, and Converting to an Order.