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What is a Quotation used for?
A Quotation is used to provide clear product information and pricing of the goods that are offered to be sold. The buyer will assess the quotation and decide if they would like to proceed to buy the goods from the supplier. If the buyer wants to proceed to order the goods, they will then issue a Purchase Order document to confirm to proceed with the manufacturing and shipment. The seller will then issue a Proforma Invoice document that will reconfirm the goods on order and include their bank details to request payments. Read more on the Purchase Order / Proforma Invoice process here.
How to create a Quotation
Open IncoDocs
Open IncoDocs in your browser and navigate to the 'Quotes' section.
Create a New Quotation
Click on 'New Quote' and select the Quotation from the dropdown menu.
Fill out & customize your doc
Fill out document info, customize document fields to your needs and add your company letterhead. If you use Xero or Quickbooks Online, you can also connect your account and autofill data from quotes in your accounting system.
Sign & Seal
Click on the signature box at the bottom of your document to create a reusable digital signature then hit “Save & Quit”. On the document preview screen, click on the ‘More’ dropdown button and select “Add company seal”.
Send & Win New Buyers
Share quotes from IncoDocs in 1-click. You'll know when recipients have viewed your quote so you know when to best follow up.
Your questions, answered.
What information is included on a Quotation Document?
Free to start,
Easy to use.
Setup in 5 mins.
