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# Quotations

The quotation is the starting point of your workflow in Robaws: from quotation to project to invoicing. In this article we go through the overview screen, how you create a new quotation and how the quotation file is structured. The quotations module is included in every Robaws licence.

## Overview screen

In the [overview screen](https://support.robaws.com/en/article/using-overview-screens-10zscoo/) of your quotations you can:

* [create your own overviews](https://support.robaws.com/en/article/using-overview-screens-10zscoo/) and personalise them
* [run analyses on your quotations](https://support.robaws.com/en/article/quotations-analysis-18mg9ns/)
* use the [action buttons](https://support.robaws.com/en/article/quotations-action-buttons-nz27ne/) for the most common operations
* [adjust fields in bulk](https://support.robaws.com/en/article/editing-fields-in-bulk-k38dcl/) for several quotations at once

## Creating a new quotation

There are two ways to start a new quotation:

1. from the overview of your quotations, with the plus sign at the top
2. from another file (a customer or a project, for example), with the plus sign next to 'quotation'

In both cases you get to see the list of your quotation [templates](https://support.robaws.com/en/article/creating-a-template-ze96ir/). If you only have one template, Robaws skips that selection list.

A template is [either a simple or a calculated quotation](https://support.robaws.com/en/article/what-is-the-difference-between-a-simple-and-a-calculated-quotation-18fbxoh/). That distinction determines how you build up the quotation and whether you can [recalculate](https://support.robaws.com/en/article/project-recalculation-1sitd2t/) later on.

## Explanation of the quotation file

The numbers below refer to the numbers on the image.

![The quotation file](https://storage.crisp.chat/users/helpdesk/website/-/e/a/d/f/eadf6dec760ec000/pyablzfcnx_18wizhj.png)

1. At the top you see the **number of the quotation**, with a number of [action buttons](https://support.robaws.com/en/article/quotations-action-buttons-nz27ne/) next to it. Robaws assigns that number automatically. You determine how it is built up in the [settings of your quotations](https://support.robaws.com/en/article/quotations-settings-1emzmmi/), and you can [change the number of a single quotation manually](https://support.robaws.com/en/article/changing-a-document-number-zlc0jx/) with an action button.
2. The [quotation details](https://support.robaws.com/en/article/quotations-quotation-details-b2v1tj/) are partly filled in automatically. These are **standard fields**, but you can add [extra fields](https://support.robaws.com/en/article/working-with-extra-fields-1vwszk1/) to keep track of structured information of your own. The **project address** comes from the customer file. If the project address of this quotation differs from the customer address, you simply overwrite it.
3. Below that you find **five tabs**: [quotation](https://support.robaws.com/en/article/creating-a-quotation-9lg7tf/), remarks, [files](https://support.robaws.com/en/article/working-with-files-in-robaws-f5le7p/), [tasks](https://support.robaws.com/en/article/working-with-tasks-1o2646n/) and [financial planning](https://support.robaws.com/en/article/financial-planning-on-a-quotation-and-project-1kfw4dy/).
4. At the bottom right you see the **total amount** of the quotation.

| Changes on a quotation only apply to that quotation. So you can change a description, a post, a price or the financial planning without your template, your items or your posts changing along with it. The same is true the other way round: if you adjust a price or a post in Robaws later on, an existing quotation does not change along with it.