Quotation Management: Creating, Pricing & Sharing Quotations

A quotation is generated directly from an approved inquiry, carrying forward commercial, logistics, and pricing details, with product-wise pricing and a Generate PDF option that produces a customer-ready document in seconds.

Why quotations are generated from inquiries, not created from scratch: by the time an inquiry reaches this point, all the customer, product, and logistics context has already been captured and validated. Re-typing it into a separate quotation tool would introduce the risk of mismatch and waste time. Hoicko CRM instead treats the quotation as an extension of the inquiry—everything carries forward, and the only new work is confirming or adding pricing.

Steps to create and manage a quotation:

1. Open the inquiry and click to update/create the quotation.
2. Confirm or edit the carried-forward fields: Sold-To Party, Ship-To Party, Sales Area, Sales Organization, Distribution Channel, Division, Sales Office, Sales Group, Payment Terms, Inco Terms, Country/Port of Loading, Country Port of Discharge, Port of Discharge, Required Delivery date, Inquiry Expiry Date, and Final Place of Delivery.
3. Add product-wise pricing in the Product Inquiry table: Material Code, Material Description, Quantity, UOM, Packaging Type, Plant, and Base Price. 
   Image
4. Click Submit to save the quotation, or click Generate PDF to produce the customer-facing document immediately.

What the generated Quotation PDF includes: Quotation Number and version, Date, Customer Name and Address, Customer Reference, Customer Contact Person, Ship-To Party, Incoterms, Number and Type of Container, Port of Loading, Port of Discharge, Final Place of Delivery, Estimated Shipment Date, Inspection Requirements, Payment Terms, and a full product table showing Code, Product Name, Quantity, Unit Price, and Product Value per line item.

Image 

What you can do with the PDF once generated:

• Preview it directly in-browser, page by page
• Download it as a standalone file to send manually
• Print it for physical records
• Save it back against the quotation record for future reference

Key highlights: quotations are generated directly from an inquiry, never from a blank form; commercial, logistics, and pricing are all managed in one screen; the system supports product-wise quotation lines, not just a single lump price; PDF generation produces a professional document ready for customer sharing without any external formatting tool.

FAQ

• Can I create a quotation without an inquiry?

No—quotations in Hoicko CRM are always generated from an existing inquiry, so all customer and product context carries forward automatically and stays consistent.

• Can a single inquiry have more than one quotation version?

The quotation carries a version number (e.g., Version: 0), suggesting revised quotations against the same inquiry are tracked as they're updated.

• How do I send the quotation to the customer?

Download the generated PDF and send it manually, or use Hoicko CRM's built-in Email feature (available from the Lead/Inquiry activity icons) to send it directly from within the system.