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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

Action button	Explanation
Add	Create a new quotation. Via the drop-down list you start from a template.
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. 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 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 the selected quotations.
Archive	Archive the selected quotations.
Lock	Lock 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

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 for this.
PDF template	Choose which PDF template is used for this quotation.
Measurements	Open the measurements library for this quotation. Only visible if measurements are activated in your environment.
Create revision	Create a revision 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 this quotation.
Archive	Archive this quotation.
Lock	Lock 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.

Updated on: 04/09/2026

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