Priced quotations from your own catalog, ready to confirm
Build a quotation with customer, reference, expiration, delivery date, payment terms, salesperson, and product lines priced and taxed from the product master. Track it from Quotation to Sent to Done, and confirm it as a sale order.
Built for
- Salespeople — Quote from the catalog with correct prices and taxes, and see what is still open.
- Sales managers — Review the pipeline by status, salesperson, and team on the Sales Dashboard.
- Account managers — Keep customer references, terms, and delivery dates on every quote for repeat business.
- Finance — Trust that quoted prices, taxes, and payment terms match the product and customer records.
What Sale Quotations does inside ERPS X
Sale Quotations is the front door of the ERPS Sales department. Each quotation gets a Quotation ID and records the Customer, Customer Reference, Expiration, Delivery Date, Payment Terms, Salesperson, Sales Team, and tags, with options for online payment and online signature noted on the document.
Lines are added from the product master: Product, description, Quantity, UoM, Unit Price, Taxes, Discount, and Subtotal. Because price and tax come from the product, quotes are consistent across the team and match what Inventory and Finance expect.
A quotation moves through Quotation, Sent, and Done. When the customer says yes, the same document is confirmed as a Sale Order — nothing is re-typed. The Sales Dashboard shows the pipeline by status, and Sales Analysis breaks it down by salesperson and period.
Salespeople
Quote from the catalog with correct prices and taxes, and see what is still open.
Sales managers
Review the pipeline by status, salesperson, and team on the Sales Dashboard.
Account managers
Keep customer references, terms, and delivery dates on every quote for repeat business.
Finance
Trust that quoted prices, taxes, and payment terms match the product and customer records.
Everything Sale Quotations gives your team
Each feature below is part of the application as it ships in your ERPS X workspace — no add-ons, no separate licences.
Numbered quotations
Every quotation has its own Quotation ID for reference with the customer and internally.
Customer & terms on the header
Customer, customer reference, expiration, delivery date, payment terms, salesperson, sales team, and tags.
Catalog-priced lines
Product, description, quantity, UoM, unit price, taxes, discount, and subtotal pulled from the product master.
Status tracking
Quotation, Sent, and Done statuses show where each quote stands.
Confirm as sale order
An accepted quotation is confirmed into a sale order without re-entry.
Pipeline reporting
Sales Dashboard and Sales Analysis report quotations by status, salesperson, team, and period.
A closer look at Sale Quotations
The screens, records, and controls you will actually work with day to day.
Quotation header
- Quotation ID
- Customer and Customer Reference
- Expiration and Delivery Date
- Payment Terms
- Salesperson, Sales Team, Tags
Quotation lines
- Product and Description
- Quantity and UoM
- Unit Price and Taxes from the product
- Discount per line
- Subtotal and total
Lifecycle & reporting
- Status: Quotation → Sent → Done
- Online Payment and Online Signature options recorded
- Confirm to Sale Order
- Sales Dashboard by status
- Sales Analysis by salesperson and period
The Sale Quotations workflow
From first setup to daily use — the path your team follows inside the application.
Pick the customer
Choose the customer; payment terms and addresses come from the customer record.
Add lines
Select products; price, taxes, and UoM fill in. Adjust quantity and discount.
Set dates and terms
Enter expiration, delivery date, salesperson, team, and tags. Save as Quotation.
Send and follow up
Mark the quotation Sent and track it on the Sales Dashboard until the customer responds.
Confirm
On acceptance, confirm the quotation as a sale order and move on to delivery and invoice.
Where teams use Sale Quotations every day
Wholesaler quoting a price list
Quote trade customers from the catalog with their payment terms already on file.
Manufacturer quoting a build
Line items for finished goods with delivery dates that production can plan against.
Services firm quoting a project
Products as service lines with customer reference and expiration for the proposal.
Distributor with several sales teams
Sales team and salesperson on each quote for team-level reporting.
Chasing expiring quotes
Expiration dates show which open quotations need a follow-up this week.
Manager reviewing conversion
Sales Analysis compares quotations sent with those done by salesperson.
What changes when Sale Quotations runs on ERPS X
Outcomes you can expect once the application is live for your company.
Quotes in minutes
Lines come priced and taxed from the product master.
Consistent pricing
Every salesperson quotes from the same catalog.
No re-typing
Accepted quotations are confirmed as orders in place.
Visible pipeline
Status and dashboard show what is open, sent, and done.
Per-company quoting
Each ERPS X company keeps its own quotations, customers, and catalog.
Department access
Sales screens are granted to users with the Sales department.
Works with the rest of your ERPS X workspace
Sale Quotations shares one database with every other application in your company workspace. No connectors, no exports — the same record everywhere.
Popular with
Sale Quotations — common questions
What does a quotation record?
Where do prices and taxes come from?
What statuses does a quotation have?
How do I turn a quotation into an order?
Can I see quotations by salesperson?
Quote from your catalog, confirm with one step
Start a 14-day trial, activate ERPS for your company, and send your first quotation from the Sales menu.