> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a quote

> Learn how to create a quote in SuperOffice CRM, including how to add products, edit quote details, and resolve common issues.

In SuperOffice CRM, you can create a quote from scratch or copy one from another sale. After creating the quote, you can add products, adjust pricing, and prepare the proposal for the customer.

## Create a new quote

1. [Create a new sale][1] or open an existing sale (one that is not marked as Sold or Lost).

2. Go to the **Quote** section tab.

3. Click **Create a new quote**.

4. The **Edit quote** dialog opens. From here, you can [add products](#add-products) and edit the quote details.

![Edit quote dialog -screenshot][img1]

<h2 id="copy">
  Copy a quote from another sale
</h2>

To save time, you can reuse an existing quote from another sale that uses the same currency.

1. Open a sale without a quote and go to the **Quote** section tab.

2. Click **Copy quote from another sale**.

3. In the **Create new quote by copying an existing quote** dialog:

   * Select a sale from the list (must contain a quote in the same currency).
   * Or, start typing to search by sale name.

4. Click **OK**. The quote and all its alternatives are copied to the current sale and shown in the **Quote** section tab with status **Draft**.

5. Click **Open** to view or edit the quote in the **Edit quote** dialog.

<h2 id="add-products">
  Add products to the quote
</h2>

### Add one product

1. In the **Products** tab of the quote, click **Add**.
   The **Add/edit product** dialog opens.

2. Start typing in the **Product search** field to find a product by name or code.

3. Select a product from the list.

   Product fields are filled in automatically based on the selected price list.

4. Enter the **quantity** (required).

5. Optionally, adjust pricing using any of the following:

   * **Discount percentage**
   * **Discount amount**
   * **Total price**

   Hold the mouse pointer over a discount field to display any system discounts (such as volume discounts that are added automatically).

6. Go to the **Details** tab to:

   * View or adjust **earnings** (percentage or amount)
   * Optionally set **VAT**

   <Note>
     Discount, total price, and earnings are interconnected. Changing one field will update the others automatically. The last edited field is highlighted.

     If you specify a discount that is not permitted by the system, a warning or other message is displayed.
   </Note>

7. Optional: View product info in the **Description** or **Image** tab.

8. Click **Save** to add the product to the quote, or click **Save + new** to add another product immediately.

![Add/edit product dialog -screenshot][img2]

### Add several products

To add multiple products at once, you must use the advanced search.

1. In the **Products** tab, click **Add**.

2. Click <i class="ph ph-magnifying-glass" aria-label="Search icon" /> to open the **Find products** dialog.

3. Use one or more criteria to narrow down the list. Click **Add criterion** to include additional filters.

   The search includes all active price lists with the sale's currency.

4. Select the products you want to add: **Ctrl+click** (Windows) or **Cmd+click** (Mac) to select multiple products.

5. Click **OK**. All selected products are added to the quote.

   You return to the **Edit quote** dialog.

6. To set quantity (and optionally update discount, price, or earnings), double-click each product line.

## Set payment and delivery options

Before you send the quote or generate the quote document, go to the **Details** tab in the quote.

Here you can set:

* **Payment terms** and **payment type**
* **Delivery terms** and **delivery type**
* **Invoice address** and **delivery address**

These fields are included in the quote document and used when placing the order.

## Troubleshooting

### Why do I see the "Select ERP connection" dialog?

This dialog appears if:

* No price list exists for the selected currency
* Multiple ERP connections are available

**Solution:** Choose another currency or make sure a valid price list exists. Then select the appropriate ERP connection.

<Note>
  To enable currency selection in a sale, go to **Settings and maintenance** > **Preferences** and enable **Use of currency**.
</Note>

### Why can I not find the sale I want to copy from?

When copying a quote, the **Sales** list only shows sales that:

* Contain an existing quote
* Use the same currency as the current sale

**Solution:**

* Check that the sale you want to copy from includes a quote.
* Confirm that both sales use the same currency.
* If needed, change the currency on the current sale to match.

If the list is still empty, no matching sales are available for copying.

### Why is the OK button disabled when copying?

You may not have access to the ERP connection used in the quote.
Hold your pointer over the **OK** button to see which connection is restricted.

<h3 id="warning">
  Why do I see warnings or errors?
</h3>

When you add or edit products in a quote, SuperOffice may display a message if something is outside the allowed limits.

Common causes include:

* Products not in assortment
* Inactive price lists
* The discount is too high
* The earnings are too low
* The price is too low or zero

The system shows one of the following icons:

|                               Icon                              | Message type | Description                                             | What to do                           |
| :-------------------------------------------------------------: | ------------ | ------------------------------------------------------- | ------------------------------------ |
|         <i class="ph ph-info" aria-label="Info icon" />         | Info         | The quote contains a message, but it can still be sent. | Optional: Read and resolve if needed |
|      <i class="ph ph-warning" aria-label="Warning icon" />      | Warning      | The quote must be approved before it can be sent.       | [Approval is required][7]            |
| <i class="ph ph-circle-wavy-warning" aria-label="Error icon" /> | Error        | The quote cannot be sent due to an error.               | Correct the error before sending     |

These messages may be displayed in the following places:

* In the **Add/edit product** dialog
* In the **Edit quote** dialog
* On product lines in the **Quote** section tab
* In the **Products** tab and alternative tabs in the quote
* When trying to send or place an order.

[1]: ../create

[7]: ./send

[img1]: /media/loc/en/sale/edit-quote-dialog-empty.png

[img2]: /media/loc/en/sale/add-edit-product-dialog.png


## Related topics

- [Add alternatives to a quote](/en/sale/learn/quote/add-alternative.md)
- [Create a quote document](/en/sale/learn/quote/create-quote-document.md)
- [Send a quote](/en/sale/learn/quote/send.md)
- [Create an order](/en/sale/learn/quote/place-order.md)
- [Set up your products and prices in Settings and maintenance](/en/sale/admin/quote/price-list-and-products.md)