Quotations
Prepare professional, standardized pricing for clients.
Import PDF
+ New quotation
New quotation
Preview PDF
Status
Draft
Sent
Accepted
Rejected
Revise
Accepted by the client, so this quotation is locked. Use
Revise
to make a new version.
Customer
Project (optional)
Division
Not set
Lighting
Automation
Category
Not set
Retail
Residential
Attention to
Subject
Quote date
today
Terms & details
(filled with the usual values — open only to change)
Currency
Valid until
Scope
Delivery time
Payment terms
Freight & customs (optional)
Transportation (number or text)
VAT %
Sections
Show a subtotal after each section
Prepared by (name)
Prepared by (title)
Notes
Line items
+ Add line by hand
+ Section
+ Automation divisions
Home automation divisions
— tick the ones this project takes. Each comes in as a section with its usual items (qty 1, no brand); unticking one already in the quote removes it.
Apply
Cancel
Tick all
Rooms
— quantities per room; the totals become the line quantities
Read rooms from layout PDF
+ Floor
Columns…
⤢ Full screen
Type a number, Enter goes down. Empty rooms are left out of the proposal.
Revenue (goods)
—
Cost of goods
—
Profit
—
Internal only — never appears on the client PDF or Excel.
Save quotation
Cancel
All
0
Draft
0
Sent
0
Accepted
0
Rejected
0