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.
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 |
The items table shows each line with:
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 |
Below the items, a chronological event history is displayed:
Tip
Email open tracking helps you know whether the customer reviewed the proposal before you follow up.
Click Send to email the quotation to the customer. You can customize the message before confirming.
Generate a professional PDF of the quotation. Fenicia creates a presigned S3 URL that expires in 24 hours for secure download.
If the customer responds outside the system, you can manually mark the quotation as Accepted or Rejected.
From an accepted quotation, click Confirm to automatically generate an order with the same items, quantities, and prices.
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.
In the sent emails section you can check:
| Permission | Allows |
|---|---|
sales:read | View quotation details |
sales:update | Send, accept, reject, and confirm |
sales:manage | Delete drafts |