Sales Quotations

The Sales Quotations list page displays all quotation documents in the system. Each quotation captures pricing, line items, and terms for a specific customer. Quotations move through a defined workflow — from Draft through Sent, Accepted, and ultimately Converted to a Sales Order or Rejected — and every state transition is tracked.

Accessing the Page

Navigate to Commerce → Sales → Quotations in the sidebar, or go to /commerce/sales/quotations.

What you can do here

• Browse all sales quotations with filtering by status and date range.
• Search quotations by document number, customer name, or reference.
• Create a new quotation for a customer.
• View, edit, duplicate, or delete individual quotations.
• Trigger workflow actions (Send, Accept, Reject, Cancel, Convert to Order) from the row menu.

Common tasks

1. Open Commerce → Sales → Quotations from the sidebar.
2. Use the Status dropdown to filter to a specific stage (e.g., Sent).
3. Click a row to open the detail page and review or act on the quotation.

Notes

• Only quotations in Draft status can be edited. All other statuses lock the form.
• Only Draft quotations can be deleted.
• A quotation in Accepted status shows a Convert to Order action that creates a Sales Order and marks the quotation as Converted.
• A rejected quotation can be reverted to Draft for revision.
• Quotations with a Valid Until date that has passed move to Expired status automatically.
• If a price list is outside your access scope, financial columns are masked.
• A sales quotation auto-closes when its fulfillment becomes complete: once all quotation lines are fully fulfilled by confirmed downstream documents, the status flips automatically.
• In single-currency tenants the currency field is hidden from quotation forms.

List Columns

Column	Default Visible	Sortable	Description
Doc #	Yes	Yes	System-generated quotation number
Customer	Yes	Yes	Business partner name
Date	Yes	Yes	Document date
Valid Until	Yes	Yes	Expiry date of the quotation
Status	Yes	Yes	Current workflow status badge
Grand Total	Yes	Yes	Total amount including tax
Reference	No	No	External reference number
Currency	No	No	Document currency code
Sales Person	No	No	Assigned sales person
Payment Terms	No	No	Payment terms code
Price List	No	No	Price list applied to this quotation
Created	No	Yes	Creation timestamp
Updated	No	Yes	Last modification timestamp

Status Values

Status	Description
Draft	Quotation is being prepared; editable and deletable
Sent	Quotation has been sent to the customer; locked for editing
Accepted	Customer has accepted the quotation
Rejected	Customer has rejected the quotation; can be reverted to Draft
Cancelled	Quotation was cancelled; terminal state
Expired	Valid Until date has passed
Converted	Quotation was converted to a Sales Order; terminal state

Filtering

Filter	Type	Description
Search	Free text	Searches across document number, customer name, and reference
Status	Dropdown	Filter by quotation status; default shows all
Date From	Date	Show quotations with a document date on or after this date
Date To	Date	Show quotations with a document date on or before this date

Sorting

Click any sortable column header to sort:

• First click — Ascending (A→Z, 0→9, earliest first)
• Second click — Descending (Z→A, 9→0, latest first)
• Third click — Remove sort

Default sort: Created descending (newest first).

Pagination

The list uses a Load More pattern:

• Page size: 20 records per load
• Load More button at the bottom loads the next batch
• Total count displays above the table

Actions

Page Actions

Action	Description	Permission
New Quotation	Navigate to the Create Quotation form	canCreateSalesQuotation

Row Actions

Each row has a dropdown action menu:

Action	Description	Permission
View	Open the Sales Quotation Detail page	Read
Edit	Open the Edit Sales Quotation form — available for Draft only	canEditSalesQuotation
Duplicate	Create a copy as a new Draft	canCreateSalesQuotation
Send to Customer	Transition from Draft → Sent	canEditSalesQuotation
Accept	Transition from Sent → Accepted	canEditSalesQuotation
Reject	Transition from Sent → Rejected (requires reason)	canEditSalesQuotation
Convert to Order	Transition from Accepted → Converted; creates a Sales Order	canCreateSalesQuotation
Revert to Draft	Transition from Rejected or Expired → Draft	canEditSalesQuotation
Cancel Quotation	Transition from Draft or Sent → Cancelled (requires reason)	canEditSalesQuotation
Delete	Permanently delete — available for Draft only	canDeleteSalesQuotation

Click any row to open the detail page.

Deleting a Sales Quotation

1. Locate the quotation in the list — it must have status Draft.
2. Click the row actions menu and select Delete.
3. A confirmation dialog warns that the deletion is permanent.
4. Click Delete to confirm — the list reloads without the deleted quotation.

Deletion is only available for quotations in Draft status. Sent, Accepted, Rejected, Cancelled, Expired, and Converted quotations cannot be deleted.

Related Pages

• Create Sales Quotation — Create a new quotation
• Sales Quotation Detail — View a specific quotation
• Edit Sales Quotation — Edit a draft quotation
• Sales Orders — View orders created from accepted quotations