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Quotation

Ask for a quotation with the customer, date and lines; it does not touch the accounts, and you can invoice it later by its number.

Example prompts

Copy one into a chat with AUTOCOUNT connected and change the details to your own.

1. In Company A's book, make a quotation for Customer D dated 2026-09-10: 4 units of ITEM-E at RM 650.00 and a service fee of RM 200.00.

2. Quote Customer B for 50 boxes of Product A (ITEM-A) at RM 11.80, reference their enquiry EQ-77.

3. The customer accepted: turn quotation Q-0012 into a sales invoice dated today.

Include in your request

• Customer, date, and each line's item or description, quantity and unit price.
• A reference or description, if your quotations carry one.

What happens next

• A confirmer types the 4-digit code; the page shows the quotation number and a PDF in your book's layout.
• When the customer accepts, ask for the invoice from the quotation number.

Tips

• In books whose invoices follow the delivery order number, a quotation is not invoiced directly: ask for the invoice with its lines instead.

Related topics

• Sales invoiceAsk for a sales invoice with the customer, date and lines, or from a quotation, sales order or delivery order; you get a preview link to confirm.
• Confirming on your phoneOpen the preview link, check the cards, type the 4-digit code shown on the page, tick the large-amount box if it is there, and press Confirm and post.