# Quotation {% embed url="" %}
Step 1: Create a New Quotation Navigate to the **Sales** dropdown, select **Quotation**, and click **"Add New"** to create a new quotation.
Step 2: Insert Quotation Details 🔹 **Quotation Date *****(Required)***\ Select the date the quotation is issued. This ensures accurate tracking of when the quotation was created. 🔹 **Expiry Date *****(Optional)***\ Set the date when the quotation will no longer be valid. Leave this field blank if the quotation has no expiry.
Step 3: Insert Client Details 🔹 **Client Name *****(Required)***\ Select or type the customer’s registered name. This will link the quotation directly to the correct client profile. 🔹 **Details**\ This field is auto filled based on the selected client, including the contact person and contact number.
Step 4: Insert Item Details 🔹 **Currency *****(Required)***\ Select the currency for the quotation (e.g., MYR for Malaysian Ringgit). 🔹 **Items *****(Required)***\ Add the products or services being quoted. Complete the following fields for each item: * **Description:** Name of the product or service. * **Quantity:** Number of units. * **Rate:** Price per unit. * **Tax (%):** Applicable tax rate (e.g., SST 6%). * **Amount:** Automatically calculated as *(Quantity × Rate) + Tax*. 🔹 **Subtotal**\ Displays the total amount before discounts or additional adjustments. 🔹 **Discount *****(Optional)***\ Enter any discount amount or percentage offered to the client. 🔹 **Total Amount**\ Shows the final payable amount after applying discounts. **Option 1:** If your quotation is in **MYR (Malaysian Ringgit)**, fill in the standard fields as listed.
**Option 2:** If your quotation is in **another currency**, an additional **Exchange Rate** field will appear, which you must complete.
Step 5: Include Remarks 🔹 **Notes**\ Add any additional terms, conditions, or special instructions you want to share with your client (e.g., *“Valid for 30 days”*, *“10% downpayment required to confirm”*). By default, a standard remark will be included automatically. You may click **"Modify"** to edit and personalize the remark as needed.
Step 6: Save Quotation Details Click the **"Save"** button to store the quotation details. Quotation is created! 🎉
Step 7: Modify Quotation Details (Optional) Once the quotation details are saved, the quotation will be created in **Draft** status, and a quotation number (e.g. QUO-00001) will be automatically assigned. To make changes, click **"Edit"**, update the details as needed, and then click **"Save"** to store the updates.
Step 8: Share the Quotation via WhatsApp or Email Click the **Share** button to send the quotation directly, either by **WhatsApp** or **Email** * **WhatsApp** – Contact number and default message autofill. Edit if needed, then **Send**. * **Email** – Email address and default message autofill. Edit if needed, then **Send**. 💡 **Tip:** Ensure client details (phone & email) are filled in so fields populate automatically.
Step 9: Convert Quotation to Invoice Click the **Convert** button to turn the quotation into an invoice.
A confirmation pop-up will appear, reminding you that once the quotation is converted into an invoice, the quotation details can no longer be edited.
Once you click **OK**, you will be redirected to the **Invoice Creation** page. Some fields will be automatically populated based on the quotation details.
For more info, please refer to the [Invoice](/pigeonbook-tutorial/feature-guides/invoice.md#step-1-create-a-new-invoice) section.
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