Create a sales quote

Prepare and issue a quote before confirming a sale.

About 2 minutes Updated September 13, 2026

In this guide

Start a sales quote
Enter customer and products
Issue the quote

1. Start a sales quote

Open the Orders tab in Transactions, tap Register, and choose Quote. A quote does not immediately affect sales or inventory.

Quote highlighted in the Register Transaction sheet on the SalesDocks English Orders tab — Choose Quote to prepare proposed terms before confirming a sale.

2. Enter customer and products

Choose the customer and enter the proposed products, quantities, unit prices, and discount terms. Add a validity period or memo when needed.

Cedar Garden, three Cold Brew Concentrates, and the 48 dollar amount highlighted in the SalesDocks English Add Quote screen — Review the customer, product, quantity, and proposed amount before saving the quote.

3. Issue the quote

Open the saved quote, tap More in the upper-right corner, and choose Issue Quote to review or share a PDF. When the quote is confirmed, continue by creating an order or sale.