Every firm/organization use this document to sell goods or services at a stated price, under specified conditions. So creation of these documents easily and keep the records of every document using this section.

Click on Commerce > Quotation Menu :
You will get page:


Basic Detail Section : 

Client Name : Please select client name.
Address : Fill address details. 

____Billing____
Will be used for organization / company to collect the money after delivery of products.

___Shipping___
Will be used for organization / company to dispatch the delivery of products.

Quotation No : It automatically generated when we create any new quotation.
Create Date : Mention creation date, by default it takes present day's date.
Due Date : Expected date to completion of order and delivery of products.
Terms & Condition : Please select terms & condition for particular quotation.
Currency : Please select currency.
Add Item : After addition of basic details, click to 'Add Item' to add in quotation.  

Item Details :

Item : Select an item.
Taxation : Select tax to apply on item. 
Quantity : Mention quantity.
Narration : Mention narration.
Shipping Charge : Not required to mention, if it is predefined in that particular item.

After successfully insertion of record, Quotation detail here.

Actions And Their significant :
On almost every grid in epan, you will see Status (Active/InActive or Draft etc.) and action dropdown. 
In quotation there are multiple kinds of actions based on status :

1.  On Draft :
   [ Submit, Manage Attachments ]
   Submit : For submitting document for approval by higher authority.
   Manage Attachments : For manage new attachments with this document.
2. On Submitted :
   [ Redesign, Reject, Approve, Manage Attachments, Print Document ]
   Redesign : For redesign this document.
   Reject : For reject this document.
   Approve : For approve this document.
   Print Document : For print doc.
3. On Approved :
   [ Send, Redesign, Reject, Convert, Manage Attachments, Print Document ]
   Send : For send this document to client who is related this document.
   
   
   
   
   
   Note : Please select 'From Email' , using which email want to send email.
   Convert : For convert if quotation is approved by client.
4. On Redesign :
   [ Submit, Reject, Manage Attachments ]
5. On Rejected :
   [ Reject, Manage Attachments ]
6. Converted :
   [ Send, Create Order, Manage Attachment, Print Document ]
   Create Order : For convert this document into order.
   

After successfully creation of Quotation, Now you have to further move to 'Create a new Sales Order'.