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Print a quotation, proforma or order

Make a PDF of a quotation, a proforma or a sales order to send to the customer or keep on file.

Sales 4 steps 1:40 video Sales - User (Own Documents) or Manager
Where to find it SalesOrdersQuotations

Steps

  1. Open Sales > Orders > Quotations and click the document. Use the search box if you cannot see it. Quotations, proformas and sales orders all open the same way.
  2. Click the three dots (Document actions) next to the document number.
  3. Click Print / PDF. A short list shows what you can print: Quotation and Proforma. Once the quotation is confirmed, Sales Order is added to the list.
  4. Click the one you want. The PDF is made in a few seconds and opens in a new browser tab. Print it or save it from there.

Tip

A Proforma has the same lines and totals as the quotation, but it is headed "Proforma". Customers often ask for one to arrange payment or an import permit before the goods are delivered.

Note

If nothing seems to happen, your browser may have blocked the new tab. Allow pop-ups for the SiaOne address and try again.

Note

The terms and conditions typed on the document are printed on the PDF. See Payment terms and terms and conditions.

What happens next

Send the PDF to the customer. When they accept, confirm the quotation into a sales order.

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