The following options are available in the Quotations module. New This option creates a new quotation. ▼ Settings Specify whether the converted quote generates a sales order or an invoice: - Go to Settings, then Invoice and Order Defaults.
- In the Convert quotes to dropdown, choose:
- Invoices - To generate invoice quotes by default click Invoices
- Sales Orders - To generate sales order quotes by default click Sales Orders
- Click OK.
 NOTE: The Convert quotes to Sales Orders option is only available in Sage 50 Accounts Professional. If you're interested in Sage 50 Accounts Professional, leave your details and we'll be in touch.
Edit Edit the currently selected quotation.
Duplicate Create a new quote based on the currently selected quote. This option is active when you select a quote.
Mark as won When a customer accepts a quote, you can change the status to Won. This converts the quote to either a sales order or an invoice.
Mark as lost If a customer doesn't accept the quote, you can change the status to Lost.
Mark as open If required, you can change a Lost quote to Open.
Allocate stock Sage 50 Accounts Professional - You can use this option on sales order quotations to allocate stock to the quotation in full.
Amend allocations Sage 50 Accounts Professional - You can use this option on sales order quotations to part allocate stock to the quotation.
Quick print You can use Quick Print to print quotations with just one click.
Print To print a quotation, select it from the list and click Print. Choose a layout or create your own. Layout options depend on the quotation type - invoice or sales order.  TIP: You can also customise your quotation layout.
Email You can configure the Email option to send your documents by email in just one click. Follow our Quick email article for more information.
▼ Other options - Filter - In Sage 50 Accounts v28.1 and above, you can apply a filter on your quotations list
- Delete - Use this option to delete lost quotations that are no longer required
NOTE: You can only delete quotes with a status of lost. To delete an Expired or Open quote, you must mark the status as lost first. - Swap - If you've selected some items, use this option to reverse the selection
- Clear - If you've selected some items, use this option to clear the selections
- Print list - Use this option to print the list of items in this window
- Send to Excel - Use this option to export the list details to Excel
- Help - Use our in-product Help to open support articles
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