Layer Systems

Certain details can be changed if you have the required user role

Can I edit a quotation after it's been won?

Why is my quotation still in 'draft' status after being sent?

Work stacks let you quickly add quotations to the sales pipeline

How do I add a quotation to the sales pipeline?

Find information here on events that may prevent quotation signing

Why Can’t My Customer Sign the Quotation?

How to cancel a quotation that hasn't yet been signed.

How to Cancel a Quotation (Before It’s Signed)

You can bypass the quotation stage and go straight to sales order, with or without an opportunity.

Can I raise a sales order without a quotation?

Raymond Carrel

Quotations and sales orders

Find answers and get help from Intercom Support and Community Experts

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