Everything you need to know about quotations in DigitBridge

Quotations play a central role in the sales process within DigitBridge. Whether you're preparing a quote for a customer, reviewing quote history, or converting an approved quote into a live sales order, understanding how to manage quotations efficiently ensures smoother workflows and faster deal closures. This guide provides a comprehensive index of all available quotation-related resources, grouped by function for easy navigation.

🛠️ Quotation Lifecycle Guides

Step-by-step instructions for working with quotations from draft to approval.

• How do I create a quotation in DigitBridge?
  Learn how to generate a new quotation in the ERP, populate product and customer information, and save it for internal or customer-facing review.

• How do I turn a quotation into a sales order?
  Understand how to approve a quote and convert it to a finalized sales order for fulfillment.

• How do I print a quotation report?
  Instructions for exporting and printing the full quotation PDF for records or to send externally.

• How do I send a quotation via email?
  Covers how to email quotations directly from DigitBridge to customers or internal teams.

• How do I view quotes submitted through the Customer Portal?
  Guidance on how to filter search results so that you only see quotations that were submitted through the Customer Portal (only relevant for users who utilize DigitBridge's B2B Customer Portal).

🧾 Quotation Types & Statuses

Understand the different classifications of quotations and what each status means.

• What are the quotation types in DigitBridge?
  An explanation of the various quote types available in the system (e.g., standard, bulk, custom), and how each is used.

• What are the quotation statuses in DigitBridge?
  A breakdown of each stage a quote can be in—from Draft to Approved to Expired.

🤔 Conceptual Guidance

Helpful context for choosing when and how to use quotations.

• When should I use a quotation vs. a sales order in DigitBridge?
  Situational guidance to help you decide when to start with a quote versus jumping straight to an order.