Overview
Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.
Create and edit a quotation
Create a Quotation from Documents, choose the client and project, complete the available pricing and date fields, then save. Use Edit when changes are needed.
Send or resend a quotation
Open the quotation and select Send Quotation. Use Resend Quotation after checking the recipient and updated content.
Add quotation attachments
Select supported files in Public Link / Send before sending; the email includes the quotation PDF and selected files.
Continue the workflow
After the customer response, review its status and comments and use only the conversion or follow-up actions offered on screen.
Step-by-step
- 1
Create the quotation
Choose the customer, project, dates, currency, items, and terms.
- 2
Review the result
Check totals, branding, number, recipient, and public page.
- 3
Send with files
Select optional attachments, then choose Send Quotation.
- 4
Review the response
Track approval, rejection, or requested changes in CRM Gem.
Helpful tips
- Review the details before saving or sending.
- Use Contact Support if the expected result does not appear.
Common mistakes
- • Using incomplete client or business information.
- • Closing the page before an action finishes.
Frequently asked questions
Where can I get more help with quotations?
Open Contact Support and include the affected page, document number, date and time, browser, exact message, and a screenshot with sensitive information hidden.
Still need help? Contact Support with the affected page, document number, browser, date and time, and exact message.
Related guides
Invoices
Create, edit, send, resend, attach files, share links, and record invoice payments.
Proposals
Build proposal sections, send and resend proposals, receive responses, and continue approved work.
Branding and Documents
Configure brand colour, footer, numbering, PDFs, public links, and email attachments.