Documentation Sales & Quotations Updated 2026-08-21 Copy link Print In this section Create a quotation Starts the document every other step hangs off. A quotation becomes the sales or… Add a window to a quotation Turns "three sliding windows, 1800 by 1400" into a real configured line: a drawi… Choose glass for an opening Sets what actually fills each opening — the specification that drives cost, weig… Apply a pricelist or discount Applies the customer's agreed pricing to the whole order, and gives you a contro… Send a quotation for approval Puts the quotation in front of the customer as a branded PDF and a portal link t… Invoice a project progressively Bills a project in stages against what has actually been completed, instead of i… Was this article helpful? Yes No What was missing? Send feedback Thanks — your feedback helps. Running a window or door factory? Ask for a demo
