Quotations and requests for quotation

Create a purchase quotation

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to create a vendor quotation with dates, currency, lines, totals and linked request.

Audience: Purchasing staffPermission: purchase_quotations capability and quotation status capability where applicableModule v1.7.9

Jump to steps

Where to goAdmin Area → Purchase → Quotations → New Quotation

Before you start

Use an account with purchase_quotations capability and quotation status capability where applicable and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What this guide helps you do

Create a vendor quotation with dates, currency, lines, totals and linked request. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

Go to Admin Area → Purchase → Quotations → New Quotation.
Select the New, Add, Create or Start action exposed on that screen.
Complete the required fields described below and review any linked record, currency, tax, approval or recipient selection.
Save or submit the form once; correct any validation message rather than bypassing it.
Go to the resulting record and verify its number, status, totals, files, activity and downstream links.

Fields and options

Quotation headerNumber, vendor, linked request, dates, currency/rate and status.

Commercial linesItems, quantity, price, tax, discount, subtotal and total.

EvidenceAttachments, comments, signature/uploaded e-signature, PDF and send activity.

Rules and limits

Quotation status changes require the dedicated quotation status capability.
Automatic purchase-order creation occurs only when the relevant option is enabled and the quotation reaches the supported approval state.

Check it worked

The supported create a purchase quotation flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.

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