> For the complete documentation index, see [llms.txt](https://docs.wafra.sa/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.wafra.sa/crm/converting-opportunity-into-sales-quotation.md).

# Converting Opportunity into Sales Quotation

### Converting Opportunity into Sales Quotation <a href="#crm0" id="crm0"></a>

Once you convert the lead into a new opportunity, Odoo allows you to create a new sales quotation from the existing opportunity if the customer is interested in your business. We already discussed how to create a new lead and convert it into a new opportunity in the earlier parts of this chapter. Here, we will detail the conversion of an opportunity into a sales quotation using the Odoo CRM module.

The screenshot given below shows an opportunity that we are going to convert into a new sales quotation. As you can in the image, you will get the **New Quotation, New Rental, Won, Lost,** and **Enrich** buttons on the screen.

<figure><img src="https://www.images.cybrosys.com/images/odoo-book-16/odoo-book-16-crm-36.png" alt=""><figcaption></figcaption></figure>

Here, you can click on the **New Quotation** button to create a new sales quotation. As soon as you click on this button, Odoo will lead you to the sales quotation window of the respective opportunity. The image shown below is the sales quotation that we created from the opportunity.

<figure><img src="https://www.images.cybrosys.com/images/odoo-book-16/odoo-book-16-crm-37.png" alt=""><figcaption></figcaption></figure>

The details in the quotation will be automatically filled based on the details available in the respective opportunity. You can specify additional details in the tabs such as **Order Lines, Optional Products, Other Information,** and **Customer Signature.** . After checking the details in the quotation you can send it by Email to the concerned customer using the **Send By Email** button.

<figure><img src="https://www.images.cybrosys.com/images/odoo-book-16/odoo-book-16-crm-38.png" alt=""><figcaption></figcaption></figure>

Once you send the quotation to the respective customer, the status of the quotation can be seen as sent as shown in the image above. We will discuss the creation of sales quotations and sales orders in detail in the coming chapter of this book. In the CRM module, you will get the **Sales** menu which includes an exclusive option called **My Quotations** where you can find all quotations created in the CRM module from leads/opportunities.

<figure><img src="https://www.images.cybrosys.com/images/odoo-book-16/odoo-book-16-crm-39.png" alt=""><figcaption></figcaption></figure>

The list shows the details of the Number, Creation Date, Customer, Salesperson, Activities, Company, Total, and Status. Using the **Create** button, you can create new sales quotations in the CRM module. We will discuss the creation of quotations while discussing the Sales module.


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