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

# Quotations overview

> How the Quotations module works — quote lifecycle, numbering, statuses, and converting to a sales order.

The Quotations module lets you build and send price quotes directly from a customer conversation. Quotes are numbered, tracked, and can be converted into sales orders once accepted.

## Quote lifecycle

```
Draft → Sent → Accepted / Rejected → Converted (to Sales Order)
```

| Status        | Meaning                                        |
| ------------- | ---------------------------------------------- |
| **Draft**     | Being built — not yet shared with the customer |
| **Sent**      | Sent to the customer via WhatsApp              |
| **Accepted**  | Customer confirmed they want to proceed        |
| **Rejected**  | Customer declined                              |
| **Converted** | Accepted quote converted to a Sales Order      |

## Quote numbering

Every quotation gets a unique number in the format `Q-YYYY-NNNN`, for example `Q-2026-0042`. Numbers are sequential within your workspace and reset each calendar year.

## Line items

A quote contains one or more line items. Each line item has:

* Product name (from your product catalog, or entered manually)
* Quantity
* Unit price
* Tax rate (%)
* Line total (calculated automatically)

The quote footer shows subtotal, total tax, and grand total.

## GST and invoicing

If the contact has a **GSTIN** and **billing address** on their profile, these are included in the quote PDF. The state code is used to determine IGST vs. CGST/SGST split.

## Sales orders

When a customer accepts a quote, convert it to a Sales Order with one click. The sales order inherits all line items and contact details from the quote.

Sales order statuses: `pending → confirmed → dispatched → delivered → cancelled`

## Enable the module

If you don't see Quotations in the sidebar, an Admin needs to enable it at **Settings → Modules**.