If a customer cannot find a quotation on your website and wants to submit a new quote request directly within the system, follow the steps below.

Step 1: Go to Sales → Customer Request → View and select the quote request with the status Pending.

Step 2: In the quote request detail screen, click Create a Quote.

Step 3: Start creating a quotation for the request.
Fill in all required fields. (The steps are the same as creating a manual quotation.)

Step 4: Choose Save or Save & Send:

• Save: The quotation will move to Quotes → List and its status becomes Draft.

• Save & Send: The quotation will be sent to the customer’s Client Portal and the status becomes Sent (Pending on list view). It will also appear under Quotes → List with the status Pending.

Customer Quote Request Statuses

Similar to quotation statuses, customer requests have their own status indicators:

• Pending: The customer’s quote request is waiting for you to process.
• Quote Sent: You have already created and sent a quotation based on the customer’s request.
• Cancelled: The request has been cancelled by the customer or deleted by you.