Documentation / Lead & Pipeline Management (CRM) Quotations & Client Estimations Updated 2026-08-31 Copy link Print In this section Raise a quotation from an opportunity, and track it in My Quotations Raising a quotation from an opportunity keeps the two joined: the quotation… Follow a quotation after it is sent: revisions, expiration and follow-ups A quotation is not finished when it is sent. It gets revised after the customer… Total your own quotations in the pivot and graph — and where win rate really lives My Quotations offers a pivot and a graph on the same documents you see in the… Look up a customer from CRM: the Customers directory, its counters and the account record CRM › Sales › Customers is how a salesperson reaches the address book from… Find every customer or opportunity within a distance of a point Radius Search answers a question a list cannot: what else is near this one… Was this article helpful? Yes No What was missing? Send feedback Thanks — your feedback helps. Running a window or door factory? Ask for a demo