Sales Quotes
Turn customer requests into priced commercial quotes and accepted sales orders.
Create a commercial quote
Open Operations → Quotes and select New quote. Add the customer details, real catalogue items, quantities, price, discount, tax rate, and an expiry date when needed. Each quote gets its own reference and begins as a draft for review.
The quote stores a snapshot of every line, including its SKU, name, price, tax rate, and unit. Changes to the catalogue after the quote is created do not alter the offer that was made.
Use a quote request as context
Requests captured through conversations or assisted intake appear in the Operations request list. You can use one to prefill the customer contact, requested date, and summary, then choose the actual catalogue lines and commercial terms yourself. A request is context, not a priced quote.
Send, accept, and create the order
Review a draft and select Send to send its complete, itemized document from the connected business mailbox. When the customer accepts a draft or sent quote, select Accept and create order. Komplian creates a linked sales order with the accepted customer, currency, totals, and line snapshots. The new order is still a draft, so the operator can confirm it when the business is ready to make the stock commitment.
Confirming that sales order is the step that reserves stock for physical items managed in Komplian. The quote itself never reserves or removes stock.
What a quote does not do
A quote does not automatically deliver goods, collect payment, create an invoice, or modify inventory. Those actions stay in their respective operational workflows, which keeps the commercial promise, fulfillment, and accounting records clear and traceable.