Quotation Detail
When you select a quotation from the list, you access its full detail view. Here you can review line items, follow the change history, send the proposal to your customer, and convert it into a confirmed order.
General information
The detail header displays:
| Field | Description |
|---|---|
| Number | Unique quotation identifier |
| Status | Color-coded badge showing current state (Draft, Sent, Accepted, etc.) |
| Customer | Name, email, and fiscal data |
| Created date | When the quotation was generated |
| Validity | Deadline for the customer to respond |
Items breakdown
The items table shows each line with:
- Product image (catalog thumbnail)
- Name and description
- Associated SAT code
- Quantity and unit price
- Applied discount (if any)
- Line subtotal
At the bottom you will find the fiscal summary:
| Concept | Detail |
|---|---|
| Subtotal | Sum of lines before taxes |
| Global discount | General discount amount applied |
| VAT | Calculated transfer tax |
| IEPS | Special tax (if applicable) |
| Total | Final quotation amount |
Timeline (history)
Below the items, a chronological event history is displayed:
- Quotation created
- Quotation sent to customer (with email address)
- Email opened by customer
- Quotation accepted/rejected
- Quotation confirmed and converted to order
Tip
Email open tracking helps you know whether the customer reviewed the proposal before you follow up.
Available actions
Send to customer
Click Send to email the quotation to the customer. You can customize the message before confirming.
Download PDF
Generate a professional PDF of the quotation. Fenicia creates a presigned S3 URL that expires in 24 hours for secure download.
Accept / Reject
If the customer responds outside the system, you can manually mark the quotation as Accepted or Rejected.
Confirm and convert to order
From an accepted quotation, click Confirm to automatically generate an order with the same items, quantities, and prices.
Delete draft
Only available in Draft status. Permanently deletes the quotation if it is no longer needed.
Irreversible conversion
Once you convert a quotation into an order, the action cannot be reverted. The order will be managed independently from the Orders module.
Email history
In the sent emails section you can check:
- Date and time of each send
- Recipient email address
- Delivery status (sent, opened, bounced)
- Link to resend if needed
Required permissions
| Permission | Allows |
|---|---|
sales:read | View quotation details |
sales:update | Send, accept, reject, and confirm |
sales:manage | Delete drafts |
Related articles
- Quotations — General listing and quotation creation.
- CFDI Management — Invoicing after order conversion.
- Sales Reports — Quotation conversion metrics.