Announcements
No record found.
I just got a requirement to preview a quote before sending it. Like a proforma invoice. I looked at the code of Proforma invoice and this seems like a major customization. So before starting on that, I just want to check if there is already an out of the box functionality to preview a quote before sending it. Thank you!
Menu path: Sales and Marketing > Common > Sales Quotations > All Quotations > Quotation tab > Generate group > Send quotation button
Hi GNJ,
We dont have Proforma sales quotation option on "Sales Quotation" screen. In order to print it you have to click on Send quotation button. That is the only way.
Can you share why exactly you want to print it before sending to customer?
Hi Junaid,
Thank you for looking into this. It's a requirement from business.
Regards,
GJ
Hi GJ,
If that is the show stopper for business Then You have to customize or create a replica of sales quotation format but without sales quote #.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our community stars!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Martin Dráb 528 Most Valuable Professional
André Arnaud de Cal... 424 Super User 2026 Season 2
CU10121822-0 374