> For the complete documentation index, see [llms.txt](https://doc.simax.fr/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://doc.simax.fr/documentation-simax-anglais/functional/sales-management/quotes-and-types-of-quotations.md).

# Quotes and types of quotations

## Context 1:&#x20;

MASOCIETE is contacted by its client, Isabella POIREAU, who wants to renovate the reception area of her establishment. Isabelle requests a quote for the following furniture:

* A corner sofa
* A bookshelf
* 5 chairs

After checking the availability of these items, the MASOCIETE sales person prepares a quote, which is then sent to Isabelle POIREAU for approval.

## Context 2:&#x20;

AMB & ST has hired a manager for its new premises. As usual, she purchases furniture from MASOCIETE. Each order always includes:

* A corner desk&#x20;
* A chair&#x20;
* A footrest

Before confirming the order, a quote will be sent to AMB & ST for approval.

### Implementation in Simax&#x20;

### Creation of quote&#x20;

To create the quote, go to **Sales > Quotation > Quotes** and then click on **\[\[New]]**.

<figure><img src="https://3774355255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzEcRYDc0Yd5qgDsaJt5p%2Fuploads%2FBUlimsZdGmn0oo3tH1mB%2FCapture%20d%E2%80%99%C3%A9cran%202025-12-09%20120954.png?alt=media&amp;token=36f81832-3f23-40cc-9985-bddbc518087a" alt=""><figcaption></figcaption></figure>

We create the various items and finish with  **\[\[Save]]**.

### Creation of quotation type

First, create the Quote type in **Sales > Quotation > Quotation types** and then click on **\[\[New]]**.

<figure><img src="https://3774355255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzEcRYDc0Yd5qgDsaJt5p%2Fuploads%2Fy5l2Am08eb33yUwow1ZQ%2Fimage.png?alt=media&amp;token=82a3d376-c77f-4316-9e90-f13876edfef3" alt=""><figcaption></figcaption></figure>

To create the quotation type line, click on **\[\[New]]**.

<figure><img src="https://3774355255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzEcRYDc0Yd5qgDsaJt5p%2Fuploads%2FVRWPmq7XQ5DTYYpqTtOz%2Fimage.png?alt=media&amp;token=18cfdfa2-9bfa-40ce-8a9b-f679ac93531c" alt=""><figcaption></figcaption></figure>

And **\[\[Save]]**.

The quotation type is now visible in the Quotation type list.

<figure><img src="https://3774355255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzEcRYDc0Yd5qgDsaJt5p%2Fuploads%2FsRMUedOKnqXJ0C4wZF9F%2FCapture%20d%E2%80%99%C3%A9cran%202025-12-09%20123330.png?alt=media&amp;token=c738f74a-0a1a-4488-8740-b5fa32ec454b" alt=""><figcaption></figcaption></figure>

We will now create the quote for AMB & ST by going to **Sales > Quotation> Quotes** and then clicking on **\[\[New]]**.

After that, instead of filling in the quote lines, just select “New premises” as the Quote type and the quote lines will be filled in automatically.

<figure><img src="https://3774355255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzEcRYDc0Yd5qgDsaJt5p%2Fuploads%2FH07PC232drnt1YnTWjSi%2FCapture%20d%E2%80%99%C3%A9cran%202025-12-09%20124130.png?alt=media&amp;token=21960cc5-5ca0-4a80-8509-bb93d0d76d19" alt=""><figcaption></figcaption></figure>

Then **\[\[Save]].**


---

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