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# Quotations | Action buttons

At the top of the quotation overview and at the top of the quotation file there is a row of action buttons. The name of an action button appears as soon as you hover over it with your mouse. Below you will find what each action button does.

## Action buttons in the quotation overview

First select the quotation(s) you want to perform the action on, by ticking the checkbox on the left.

![Action buttons in the overview screen of the quotation](https://storage.crisp.chat/users/helpdesk/website/-/e/a/d/f/eadf6dec760ec000/image_zheqq2.png)

| Action button | Explanation |
| ---- |
| Add | Create a new quotation. Via the drop-down list you start from a [template](https://support.robaws.com/en/article/creating-a-template-ze96ir/). |
| Duplicate | Create a new quotation based on the selected quotation. It receives a new quotation number. Useful for drawing up a similar quotation for a different customer. Not to be confused with a [quotation revision](https://support.robaws.com/en/article/quotation-revisions-1rqfr1u/). You can only duplicate one quotation at a time. |
| E-mail | Send an e-mail to one or more quotation customers. Choose an existing [e-mail template](https://support.robaws.com/en/article/email-template-1r656oh/) for this. |
| Excel | Export the quotations from this overview to Excel. |
| Make supply order | Order all the material from one or more quotations in a single click. This can also be a price request, an internal supply order or a transport request. Do you not see this button? Switch on **settings > quotations > settings > make supply order**. |
| Delete | [Delete](https://support.robaws.com/en/article/archiving-and-deleting-dzcv86/) the selected quotations. |
| Archive | [Archive](https://support.robaws.com/en/article/archiving-and-deleting-dzcv86/) the selected quotations. |
| Lock | [Lock](https://support.robaws.com/en/article/locking-documents-ysd69g/) the selected quotations. |

||| A quick supply order from the quotation overview does not keep a history. This means you can order the material from the same quotation over and over again. It is better to order from the project: there the history of the ordered materials is kept.

## Action buttons on the quotation file

![Action buttons in the quotation file](https://storage.crisp.chat/users/helpdesk/website/-/e/a/d/f/eadf6dec760ec000/image_6r4n89.png)

| Action button | Explanation |
| ---- |
| Show PDF | View the various PDFs of this quotation. Next to **Show PDF** there is a drop-down list with which you choose a specific PDF directly, for example the bill of materials or the detailed calculation. |
| E-mail | Send your quotation to the customer by e-mail. Choose an existing [e-mail template](https://support.robaws.com/en/article/email-template-1r656oh/) for this. |
| PDF template | Choose which [PDF template](https://support.robaws.com/en/article/deciding-what-appears-on-your-pdf-e26zjo/) is used for this quotation. |
| Measurements | Open the [measurements](https://support.robaws.com/en/article/adding-a-measurement-1qdbpis/) library for this quotation. Only visible if measurements are activated in your environment. |
| Create revision | Create a [revision](https://support.robaws.com/en/article/quotation-revisions-1rqfr1u/) of this quotation, for example when the customer asks for a change. As soon as revisions exist, this button changes into **Revisions** and a drop-down list with all revisions appears. |
| Make project | Create a project for this quotation. |
| Make order | Create an order for this quotation. Do you not see this button? Switch on **settings > quotations > settings > make order**. |
| Make subscription | Create a subscription for this quotation. Do you not see this button? Switch on **settings > quotations > settings > make subscription**. |
| Make invoice | Invoice this quotation in full. Do you not see this button? Switch on **settings > quotations > settings > make invoice**. |
| Make supply order | Create a (quick) supply order for this quotation. This can also be a price request, an internal supply order or a transport request. Do you not see this button? Switch on **settings > quotations > settings > make supply order**. |
| Change number | Change the number of the quotation manually. Only visible as long as the quotation is not locked. |
| Delete | [Delete](https://support.robaws.com/en/article/archiving-and-deleting-dzcv86/) this quotation. |
| Archive | [Archive](https://support.robaws.com/en/article/archiving-and-deleting-dzcv86/) this quotation. |
| Lock | [Lock](https://support.robaws.com/en/article/locking-documents-ysd69g/) this quotation. |
| Export | Export the quotation. Only visible for imported quotations. |
| Audit log | View in the logs which changes were recorded on this quotation. This only happens on fields, not on lines. |

||| From the quotation file too, a quick supply order does not keep a history. It is better to order from the project.

| Are you creating a project via **Make project**? Then you can have the files of the quotation moved across automatically. To do so, switch on **settings > quotations > settings > move files to project during creation**.

## Sync now

To the right of the action buttons you will find the synchronisation status of the quotation, containing the link **sync now**. Your quotation is synchronised automatically according to the interval that is set for your environment, without you having to leave the page. Click **sync now** to force this manually.

You change the interval via **settings > quotations > settings > sync (m)**, in minutes. If this is set to 0, the automatic synchronisation is disabled and the link does not appear.