You can add rental, service, or sales items to a project rental quotation.
On-rent and expected off-rent dates are required. These dates do not affect pricing or invoicing for sales or service items.
The quotation links to a project. If converted, rental order revenues transfer to the project.
You can create a quotation from these pages:
All rental quotations
Project rental quotations
All customers
All prospects
All projects
All opportunities
This flow explains how to create, revise, cancel, lose, or win a quotation, and how to transfer it to a rental order.
You can include details for rental items and services. Quotations can be created for customers and prospects.
Project quotations differ from sales quotations. In project quotations, link the project, define planned work in a work breakdown structure (WBS), and estimate costs.
After confirming the quotation, you can transfer planned costs to the project to define the budget.
Using WBS, you can:
Create phases and hour forecasts.
Cover expenses in quote and order phases.
Include sales and rental item transactions.
You can track quotation status: cancel, lose, confirm, or transfer to project.
At least one rental agreement must exist. This agreement defines rental prices, items, and services for the quotation.
An invoice profile is required for pricing and invoicing rental items. It is not used for sales or service items.