Many businesses submit quotations in the hope of attracting new business. When a customer accepts a quotation, in Sage 50 Accounts you can quickly convert it to a sales order or an invoice without the need to re-enter the information.

If you're using Sage 50 Accounts Professional, before you start to work with quotations you need to specify whether, when converted, a quotation generates a sales order or an invoice. To do this:

1. Click Settings, click Invoice and Order Defaults, then in the Convert quotes to drop-down, choose:
   • Invoices - To generate invoice quotes by default click Invoices.
   • Sales Orders -  To generate sales order quotes by default click Sales Orders.
2. Click OK.

The Quotations module

The following options are available in the Quotations module.

New

Creates a new quotation.

Read more >

Edit

Edit the currently selected quotation.

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TIP: This is to edit the information of a quotation. To edit a layout for a quotation - Read more >

Duplicate

Create a new item based on the currently selected item. This option is only active when an item is selected.

 NOTE: The Duplicate option is not available in Sage 50 Accounts Essentials.

Mark as won

When a customer accepts a quote, you can change the status to Won.

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Mark as lost

If a customer doesn't accept the quote, you can change the status to Lost.

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Mark as open

If required, you can change a Lost quote to Open.

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Allocate stock

Sage 50 Accounts Professional - You can use this option on sales order quotations to fully allocate stock to the quotation. 

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Amend allocations

Sage 50 Accounts Professional - You can use this option on sales order quotations to part allocate stock to the quotation. 

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Quick print

You can use Quick Print to print quotations with just one click. There's no need to locate the layout or choose the printer each time, making the process much faster and easier to use.

Before using Quick Print you must specify your required layout in Settings > Invoice and Order Defaults.

Read more >

Print

To print a quotation, select it from the list, then click Print. You can choose from a range of layouts or create your own to suit your business needs. The layouts available are based on the type of quotation selected - invoice or sales order. 

TIP: Want to customise a layout? - Read more >

Email

You can configure the Email option to send your documents by email in just one click.

You'll need an email address stored on the relevant customer's record. You also need to set up the email options you want on the layouts used to generate the documents.

Read more >

Other options

• Filter - In Sage 50 Accounts v28.1 and above, you can apply a filter on your quotations list. Read more >
• Delete - Use this option to delete lost quotations that are no longer required. 
  NOTE: Only quotes with a status of lost can be deleted. If you want to delete an Expired or Open quote, you must mark it as lost first.
• Swap - If you've selected some items, use this option to reverse the selection.
• Clear - If you've selected some items, use this option to clear the selections.
• Print list - Use this option to print the list of items in this window.
• Send to Excel - Use this option to export the list details to Excel.
• Show me how  - Opens current in-product guidance on useful Quotation features and common tasks. This option is not always active.

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