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.

Quotations overview showing status, customer, and total amount

Quotation lifecycle

Every quotation follows a clear status flow:

StatusDescription
DraftQuotation is being edited. You can modify products, prices, and discounts.
SentThe quotation has been sent to the customer and is awaiting a response.
AcceptedThe customer accepted the proposal.
ConfirmedThe quotation has been confirmed and can be converted into an order.
RejectedThe customer declined the proposal.
ExpiredThe 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
1

Go to Quotations

Navigate to Sales → Quotations and click New quotation.

2

Assign a customer

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

3

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.
4

Configure discounts

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

5

Review taxes and total

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

6

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:

ActionAvailable in
View detailsAll statuses
EditDraft
Send to customerDraft
Mark as acceptedSent
ConfirmAccepted
RejectSent, Accepted
DuplicateAll 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

PermissionAllows
sales:readView quotation list and details
sales:createCreate new quotations
sales:updateEdit draft quotations and change statuses
sales:manageFull access: delete, configure, and administer quotations