# Sales Quote

See [Sales Quote ⛭](/setup/configuration/sales-quote.md)

<details>

<summary>Media</summary>

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Customize Sales Quotes](https://howto.salesorder.com/customize-sales-quotes/)

<img src="/files/wIpgbAA2XWLYizGqVwFo" alt="" data-size="line">[Track the Status of Sales Quote](https://howto.salesorder.com/track-the-status-of-sales-quotes/)

</details>

{% hint style="info" %}
You can attach and link documents, images, etc to this record. See [Attachments and Links](/organizer/attachments-and-linking.md).

You can customize and add fields, see [Customization](/customization.md).
{% endhint %}

### Common actions

A common set of actions are present on most Salesorder Documents.

See [Common Actions](/common-actions.md).

### Need to know

A Sales Quote presents an offer to the Customer.&#x20;

Once accepted you can create one or more Sales Orders containing all or selected line items. You can email the quote to the customer or present the quote in the Trade Acceleration Portal (TAP).

You can customize the Sales Quote using [Customization](/customization.md) and [Document Templates](/setup/configuration/document-templates.md).

### 'Convert' a Sales Quote

You can select multiple or individual line items and using actions create these Documents from a Sales Quote:

* Sales Order
* Sales Invoice&#x20;
* Cash Sales
* Sales Opportunity

You can:&#x20;

* Create multiple Sales Orders from a Sales Quote.
* Track Documents created from the Sales Quote on the Transactions tab.&#x20;

### Tracking Quote 'Status'&#x20;

When you create subsequent Documents from a Sales Quote i.e. Sales Order(s), you can manually set the Quote 'Status' field to show the progress of the quote in your sales process.

The statuses are: Open, Submitted *(to the Customer)*, Accepted *(by the Customer)*, Rejected *(by the Customer)*, On Hold, No Response.&#x20;

Use a Custom field or a Memo and a Memo Type to enhance quote tracking. For example, create a Custom field with a dropdown list to add and manipulate your own statuses. Alternatively, specify a Memo type and track quote details using a Memo.&#x20;

See [Customization](/customization.md) or [Memo](/organizer/memo.md).


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://helpwith.salesorder.com/sales/sales-quote.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.