Quotation can be easily generated any time from an opportunity. Quotation uses the products included in the opportunity as its line items. In addition to pricing information, line items also have some settings that controls the generated quotation. Line item can be set as an optional item or not visible in the generated quotation. Line item has also some adjustment such as extra charge (fixed amount or percentage of line item sub total), discount, or handling charge. The adjustment can be shown or made not visible in the generated quotation. Each line item's delivery date can also be set if necessary.

In addition to product line items, comments, sub total or accumulated sub total can also be inserted into the quotation. Sub total or accumulated sub total will be calculated automatically.

Other information in the quotation such as the recipient of the quotation, can be easily extracted from the data that is already available in the opportunity.

Quotation can be generated as PDF file with ease and it is automatically stored for future reference.

The quotation format can be changed by editing its style-sheet. Changes can be made to individual quotation or to company quotation style-sheet.