Quotations

Quotations let you send formal sales proposals to your customers before confirming an order. From Sales → Quotations you can create, track, and convert quotations into orders.

Quotation lifecycle

Every quotation follows a clear status flow:

Status	Description
Draft	Quotation is being edited. You can modify products, prices, and discounts.
Sent	The quotation has been sent to the customer and is awaiting a response.
Accepted	The customer accepted the proposal.
Confirmed	The quotation has been confirmed and can be converted into an order.
Rejected	The customer declined the proposal.
Expired	The quotation passed its validity date without a response.

Editing is state-limited

You can only edit a quotation while it is in Draft status. Once sent, the data is locked to preserve the integrity of the proposal.

Creating a quotation

New quotation form — Form for creating a new quotation with products and discounts

Go to Quotations

Navigate to Sales → Quotations and click New quotation.

Assign a customer

Select an existing customer or create a new one. Customer data will be used for the proposal and any subsequent invoicing.

Add products or services

Add items from your catalog, services, or custom line items:

Catalog products — Loaded with their configured price and SAT code.
Services — Items without associated inventory.
Custom items — Free-form lines with a manual description and price.

Configure discounts

Apply per-line discounts (percentage or fixed amount) or a global discount on the quotation total.

Review taxes and total

Fenicia automatically calculates taxes (VAT, IEPS) based on each product's configuration. Verify the breakdown before proceeding.

Save or send

Save as Draft to continue editing, or send it directly to the customer.

Available actions

From each quotation's action menu you can perform the following operations depending on its status:

Action	Available in
View details	All statuses
Edit	Draft
Send to customer	Draft
Mark as accepted	Sent
Confirm	Accepted
Reject	Sent, Accepted
Duplicate	All statuses

Tip

If a quotation was rejected or expired, you can duplicate it to create a new proposal based on the same items without re-entering all the information.

Tax calculation

The tax breakdown on each quotation follows your product tax configuration:

VAT 16% — Standard rate for most products and services.
VAT 0% — Basic food, medicine, and other zero-rated products.
IEPS — Special tax on sugary drinks, alcohol, or tobacco.
Exempt — Products that do not incur tax.

Prior configuration required

For tax calculations to be accurate, make sure every product has its tax rate configured in the catalog. See CFDI Management for details on fiscal configuration.

Required permissions

Permission	Allows
`sales:read`	View quotation list and details
`sales:create`	Create new quotations
`sales:update`	Edit draft quotations and change statuses
`sales:manage`	Full access: delete, configure, and administer quotations

CFDI Management — Manage fiscal documents and SAT configuration.
Sales Reports — Analyze quotation and sales performance.

Quotation lifecycle

Every quotation follows a clear status flow:

Status

Description

Draft

Quotation is being edited. You can modify products, prices, and discounts.

Sent

The quotation has been sent to the customer and is awaiting a response.

Accepted

The customer accepted the proposal.

Confirmed

The quotation has been confirmed and can be converted into an order.

Rejected

The customer declined the proposal.

Expired

The quotation passed its validity date without a response.

Editing is state-limited

You can only edit a quotation while it is in Draft status. Once sent, the data is locked to preserve the integrity of the proposal.

Creating a quotation

Form for creating a new quotation with products and discounts

Go to Quotations

Navigate to Sales → Quotations and click New quotation.

Assign a customer

Select an existing customer or create a new one. Customer data will be used for the proposal and any subsequent invoicing.

Add products or services

Add items from your catalog, services, or custom line items:

Catalog products — Loaded with their configured price and SAT code.
Services — Items without associated inventory.
Custom items — Free-form lines with a manual description and price.

Configure discounts

Apply per-line discounts (percentage or fixed amount) or a global discount on the quotation total.

Review taxes and total

Fenicia automatically calculates taxes (VAT, IEPS) based on each product's configuration. Verify the breakdown before proceeding.

Save or send

Save as Draft to continue editing, or send it directly to the customer.

Available actions

From each quotation's action menu you can perform the following operations depending on its status:

Action

Available in

View details

All statuses

Edit

Draft

Send to customer

Draft

Mark as accepted

Sent

Confirm

Accepted

Reject

Sent, Accepted

Duplicate

All statuses

Tip

If a quotation was rejected or expired, you can duplicate it to create a new proposal based on the same items without re-entering all the information.

Tax calculation

The tax breakdown on each quotation follows your product tax configuration:

VAT 16% — Standard rate for most products and services.

VAT 0% — Basic food, medicine, and other zero-rated products.

IEPS — Special tax on sugary drinks, alcohol, or tobacco.

Exempt — Products that do not incur tax.

Prior configuration required

For tax calculations to be accurate, make sure every product has its tax rate configured in the catalog. See CFDI Management for details on fiscal configuration.

Permission

Allows

sales:read

View quotation list and details

sales:create

Create new quotations

sales:update

Edit draft quotations and change statuses

sales:manage

Full access: delete, configure, and administer quotations