Prismara ERPHow-to guide

Create and send a quote

A quote sets out the work and items you are offering a customer and what they will cost.

Before you begin

You need a role in Prismara ERP that can create quotes, such as Sales or Project manager.
The customer must exist under Customers, with a billing currency set.

In Prismara ERP, select Quotes > New quote.
Choose the Customer, for example Fabrikam. The Currency and VAT rate fill in from the customer record.
Enter a Title and a Valid until date.

Screenshot pendingThe New quote form with customer, currency, title and valid-until date filled in
Select Add line and choose a line type:
- Service — days or hours at a rate, for example 5 days of consultancy.
- Resale item — something you will buy for the customer and bill on, for example a laptop. Enter the cost and your sale price.
- Fixed fee — a single price for a defined piece of work.
Repeat for each line. The Subtotal, VAT and Total update as you go.

Screenshot pendingThe quote lines table with a service line, a resale line and the totals panel
Select Save as draft.

Select Preview to check the PDF the customer will see.
Select Send, check the recipient, for example alex.muster@contoso.example, and select Send again. The status changes to Sent.

When the customer accepts, open the quote and select Mark as accepted.
Select Convert to project. Prismara ERP creates a project with the budget, tasks and resale items from the quote.

Screenshot pendingAn accepted quote with the Convert to project button