# How to Create a Sales Quote and Convert It to a Sales Order in Unleashed > Create a Sales Quote in Unleashed, send it, mark it Accepted, then use Create Order to turn it into a Parked Sales Order with the same lines and charges. - URL: https://logistify.ai/guides/unleashed/create-sales-quote-convert-to-sales-order/ - Section: Unleashed Guides, Sales orders & quotes - Applies to: Unleashed Core, Pro - Steps checked against: Unleashed Help Centre articles, checked 23 October 2026 - Updated: 2026-10-23 **Short answer:** To create a sales quote in Unleashed, go to Sales > Quotes > Add Quote, pick the customer and add Quote Lines. The quote starts in Draft. Save it as Pending once the customer has it. When they agree, click Accept Quote, then Create Order. Unleashed creates a Sales Order in Parked status with the same lines and charges. Sales Quotes need a Core or Pro plan and must be turned on under Settings > Company > Configuration. ## Before you start - Your account is on a Core or Pro subscription. Sales Quotes aren't available on Lite. - Sales Quotes is turned on under Settings > Company > Configuration. - The customer exists as a customer record. If not, you can type a new value in the Customer Code field and select Add New Customer. - Every product you quote exists as a product in your inventory. - For a new product with no stock yet, enter a Nominal Cost on the product's Purchase tab so the quote can calculate a margin. - Users who create and accept quotes need the Sales Quote and View Sales Quotes role permissions. ## Step 1: Create the quote 1. From the main menu, go to Sales > Quotes > Add Quote. 2. Search for the customer in the Customer Code or Customer Name field, or use the magnifying glass for an advanced search. 3. Unleashed creates the Sales Quote in Draft status with an auto-generated Sales Quote Number. You can also start a quote from a customer's record (Add Quote), from View Customers (action cog > Add Quote), from a product's record (Product drop-down > Create Quote) or from View Products (action cog > Quote). To copy an existing quote, open it and select Clone. ## Step 2: Fill in the quote details 1. Enter the Customer Reference, if the customer gave you one. 2. Choose the Warehouse the stock would ship from if the quote becomes an order, and the Delivery Method. 3. Pick the Delivery Contact from the customer's Contacts tab. If that contact has a Delivery Address, the address fields fill in. 4. Check the Quote Date and Quote Expiry Date. The expiry defaults to 30 days after the Quote Date. 5. Pick the Template, the Doc Designer layout used when the quote is printed or emailed. ## Step 3: Add Quote Lines and charges 1. In the Quote Lines tab, search for the product by Product Code, Product Description or barcode. 2. Enter the Quantity. The Price fills in from the customer's pricing; hover over the i icon on the Price field to see how it was set. 3. Change the Price or Discount if needed, add Comments, and click Add. 4. To add freight, shipping or labor, use the Charge field below the Quote Lines: type a free-text charge, or pick a Never Diminishing Product (NDP) so its price and Sales Account fill in. 5. Check the Margin column. Unleashed uses the product's Nominal Cost first, then its Average Landed Cost, then its Last Cost. ## Step 4: Send the quote 1. Click Email at the bottom of the quote. The customer's primary contact fills in; edit the recipients, subject and body if needed, then click Send. 2. Use the Save drop-down to set the quote to Pending while the customer reviews it. 3. Click View Email Log to see who it was sent to and when. ## Step 5: Accept the quote and create the sales order 1. When the customer agrees, open the quote and click Accept Quote. 2. In the top right corner, click Create Order. 3. Unleashed creates a Sales Order in Parked status with the quote's details, lines and charges. 4. The Sales Order shows the Quote Number at the top; click it to open the quote. The quote shows the number of the first Sales Order created from it. - Attachments on the quote don't copy to the Sales Order. - You can create more than one Sales Order from the same accepted quote. - The new Sales Order Number follows your sales order sequence. It doesn't reuse the quote number. - You can edit the new Sales Order freely. The accepted quote itself can't be edited, reverted or deleted. ## If something doesn't look right - Margin looks wrong: if the product has no Nominal Cost, no Average Landed Cost and no Last Cost, Unleashed calculates the margin with a cost of zero. Add a Nominal Cost on its Purchase tab. - You can't edit the quote: it's Accepted. Clone it to make a new Draft quote instead. - The customer said no: set the quote to Cancelled. A cancelled quote can be set back to Draft or Pending later. - A quote was deleted by mistake: open it and click Undelete. It returns to Draft. - Batch and serial numbers don't print on the quote: quotes don't allocate stock, so they don't carry batch or serial numbers. - Old quotes are still open: on Sales > Quotes > View Quotes, a Quote Expiry Date that has passed shows in red. You can accept, cancel or email quotes in bulk from the action cog. ## Where Unleashed leaves the work to you - Quote requests arrive as emails, PDFs and spreadsheets. Someone has to read each one and key it into Add Quote. - Unleashed marks an expired quote in red. Deciding who follows up with the customer is up to your team. - Accepting the quote and clicking Create Order are manual steps. - Margins are only as good as the Nominal Cost or Average Landed Cost on each product. ## How Logistify helps Logistify's [Sales Order Service](https://logistify.ai/agents/sales-order/) creates sales quotes in Unleashed for quote requests that arrive by email, PDF, Excel, EDI, WhatsApp, SMS or voicemail, and enters firm orders as sales orders. It's a managed service, and a person reviews exceptions. Your team still decides when a quote is accepted. See how it handles [orders, quotes and email replies](https://logistify.ai/blog/ai-agent-unleashed-software-orders-quotes-email-replies/), and how to [bring quotes in from a spreadsheet](https://logistify.ai/guides/unleashed/import-sales-quotes-csv/) yourself. ## Frequently Asked Questions ### Can I create sales quotes on Unleashed Lite? No. Unleashed's help article says Sales Quotes need a Core or Pro subscription. ### Does a sales quote reserve stock in Unleashed? No. A Sales Quote has no effect on stock or allocations. Stock can only be allocated once the quote becomes a Sales Order. ### Can I create several sales orders from one quote? Yes. Once the quote is Accepted, you can click Create Order more than once. ### Does the sales order keep the quote number? No. It gets the next Sales Order Number, and it shows the quote number in a Quote Number field that links back to the quote. ### How long is an Unleashed quote valid? The Quote Expiry Date defaults to 30 days after the Quote Date. You can change it on each quote. ## Sources - [Unleashed: Sales Quotes](https://help-unleashed.theaccessgroup.com/en/articles/11582049-sales-quotes) - [Unleashed: View Quotes](https://help-unleashed.theaccessgroup.com/en/articles/11582050-view-quotes)