Odoo CRM

Create a new sales quotation for the customer Jane Doe

6 steps 7m 54s 11/02/2026 16:58 73 views
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Step-by-Step Guide

1

Click app switcher to access Sales app

Screenshot showing clicking app switcher to access Sales app
2

Click 'Sales' in sidebar to navigate to Sales app.

Screenshot showing clicking Sales in sidebar to navigate to Sales app
3

Click 'New' button to create a quotation.

Screenshot showing clicking New button to create a quotation
4

Type 'Jane Doe' in the Customer field.

Screenshot showing typing Jane Doe in the Customer field
5

Select 'Jane Doe' from the customer dropdown.

Screenshot showing selecting Jane Doe from the customer dropdown
6

Click 'Save manually' button to save the quotation.

Screenshot showing clicking Save manually button to save the quotation