---
title: How do I create a quotation in DigitBridge?
description: Here is a guide to quickly and easily create a quotation in the DB platform.
---

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1. [DigitBridge Knowledge Base](https://support.digitbridge.com/digitbridgeclientknowledgebase?hsLang=en)
2. [Sales](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en)
3. [Quotation](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#quotation)

# How do I create a quotation in DigitBridge?

## Here is a guide to quickly and easily create a quotation in the DB platform.

Sometimes you will need to send out a quote before putting together a sales order. It is easy to do so. First, in **ERP**, **go to Sales \> Quotation Management**. 

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Oct-16-2024-09-51-52-5844-PM.png?width=670&height=316&name=image-png-Oct-16-2024-09-51-52-5844-PM.png)

On the quotation list, **click Add**.

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Oct-16-2024-09-52-17-4492-PM.png?width=670&height=60&name=image-png-Oct-16-2024-09-52-17-4492-PM.png)

While in **Add** mode, **add the Customer #, the Quotation Date, the Estimated Ship Date**, and any other information required in the **General** section. **Click Show More** to see additional fields in the **General** section.

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Oct-16-2024-09-57-49-1231-PM.png?width=670&height=132&name=image-png-Oct-16-2024-09-57-49-1231-PM.png)

Here is the expanded view of the **General** section: 

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Oct-16-2024-10-00-59-7711-PM.png?width=670&height=246&name=image-png-Oct-16-2024-10-00-59-7711-PM.png)

Now, let's look at the tabs below. Bear in mind, these are the same as [a regular S/O](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-create-a-sales-order?hsLang=en).

#### Lines

**Lines** is where you will enter what items are in the quote using one of three options: [Style Master](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-create-a-quotation-in-digitbridge#stylemaster), [one by one](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-create-a-quotation-in-digitbridge#oneby), or[pasting from Excel](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-create-a-quotation-in-digitbridge#paste).

 

First, you can use the **Style Master** to add items.

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-03-2024-12-29-53-5130-AM.png?width=670&height=228&name=image-png-Apr-03-2024-12-29-53-5130-AM.png)

In the **Inventory Matrix**, enter the **Style** you are looking for and select a **WHSE #** (Warehouse). All children Sub-Styles and SKUs will appear, and you can go through and enter the quantity for each item you'd like to add to the quote. When you are done, **click Apply** and all of the SKUs will appear on the right-hand side. When you **click Close**, you'll see everything has been added to the quote.

**Please watch this video with no audio. Note: this video is from a Sales Order but it is the exact same process.**

<iframe src="https://www.loom.com/embed/818b7fdd72bb4f28ad2665a04f24d884?sid=36d613de-a396-4362-ac12-8eedf0e8e3e5" allowfullscreen></iframe>

 

The second option would be to add the items one line at a time. Enter the **SKU**, press the Tab key, and wait for the rest of the information to populate (Price, etc.). **Enter the quantity** of items being ordered on this quote under **Order** (if you are using case packs, it will be **Order UT**). To see more product information, **click the plus sign** next to the SKU. 

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-03-2024-12-36-04-9863-AM.png?width=670&height=296&name=image-png-Apr-03-2024-12-36-04-9863-AM.png)

This view shows you more details, including an image of the item. **Click the minus sign** to collapse the row.

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-03-2024-12-39-06-0640-AM.png?width=670&height=304&name=image-png-Apr-03-2024-12-39-06-0640-AM.png)

If you want to enter a Prepack SKU, [there are additional instructions on how to do so here](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-manage-prepack-skus?hsLang=en) (**scroll to Sales Order - same instructions for quotations**).

If you want to enter an order for a Case Pack, [there are additional instructions on how to do so here](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-use-case-packs-when-ordering?hsLang=en) (these instructions apply for both sales orders and quotations).

 

The third and final option would be by pasting from Excel. Here is a guide on how to do this: [How do I use the Paste from Excel tool for bulk data entry?](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-use-the-paste-from-excel-tool-for-bulk-data-entry?hsLang=en)

#### Notes & Summary

At the very bottom you will see the **Notes** and **Summary** sections. Add any notes you want and **click Show More** to see more fields.

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-03-2024-12-42-18-6826-AM.png?width=670&height=365&name=image-png-Apr-03-2024-12-42-18-6826-AM.png)

Everything in the box will appear. To collapse your view to what it was before, **click Show Less.**

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-03-2024-12-43-32-2125-AM.png?width=670&height=772&name=image-png-Apr-03-2024-12-43-32-2125-AM.png)

#### **Addresses**

**Addresses** tab will show you the primary Shipping and Billing addresses for the customer.

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-03-2024-12-57-47-7744-AM.png?width=670&height=513&name=image-png-Apr-03-2024-12-57-47-7744-AM.png)

#### Sales Reps

The **Sales Reps** tab shows you the sales representatives associated with this customer and their **Commission %**.

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-03-2024-12-59-41-3093-AM.png?width=670&height=260&name=image-png-Apr-03-2024-12-59-41-3093-AM.png)

#### **Activity**

The **Activity** tab will show you the lifecycle of the Quotation and all related items: Sales Order, Invoice, Shipment, Fulfillment, etc. In **Add** mode this will be empty because you're starting at the beginning. But when viewing an existing quotation, the related items will appear depending on where you are in the workflow.

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-03-2024-01-02-26-6883-AM.png?width=670&height=401&name=image-png-Apr-03-2024-01-02-26-6883-AM.png)

#### **Custom Attributes**

**Custom Attributes** is where you can assign pre-set attributes that were created during onboarding.

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-03-2024-01-03-01-1058-AM.png?width=670&height=126&name=image-png-Apr-03-2024-01-03-01-1058-AM.png)

#### Details and Product Sales Sidebar

The [details and product sales panel](https://support.digitbridge.com/digitbridgeclientknowledgebase/what-is-the-details-and-product-sales-side-panel?hsLang=en) will show you customer and product information.

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-03-2024-01-04-53-7941-AM.png?width=403&height=810&name=image-png-Apr-03-2024-01-04-53-7941-AM.png)

When you have finished entering in all of the information for this quotation, **click Save.**

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Oct-16-2024-10-47-02-3694-PM.png?width=670&height=58&name=image-png-Oct-16-2024-10-47-02-3694-PM.png)

**Click Yes.**

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Oct-16-2024-10-57-42-9346-PM.png?width=451&height=175&name=image-png-Oct-16-2024-10-57-42-9346-PM.png)

The **Quotation #** will automatically populate.

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Oct-16-2024-11-03-40-9601-PM.png?width=469&height=128&name=image-png-Oct-16-2024-11-03-40-9601-PM.png)

To print a quotation document, from the management screen, **click Reports \> Print Report**. This will download the quotation as a PDF.

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Oct-17-2024-12-01-55-9985-AM.png?width=670&height=173&name=image-png-Oct-17-2024-12-01-55-9985-AM.png)

Once your quotation is done, you'll want to [approve it and turn it into a proper sales order](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-turn-a-quotation-into-a-sales-order?hsLang=en).

 

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