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When should I use a quotation vs. a sales order in DigitBridge?

Here's where you can learn to understand when to quote and when to order based on your sales workflow.

In DigitBridge, both quotations and sales orders help you manage the sales cycle—but they serve different purposes. This guide helps clarify when to use each and how they fit into your process.

When to use a quotation

Use a quotation when you:

  • Want to provide a formal price estimate before a commitment

  • Need customer approval before creating an order

  • Are negotiating terms, quantities, or pricing

  • Require internal review or manager approval before booking the order

  • Want a record of a proposed sale before it’s finalized

Quotations are non-binding and can be edited or cancelled without affecting inventory or financials.

When to use a sales order

Use a sales order when you:

  • Have customer approval to move forward

  • Are ready to allocate inventory and initiate fulfillment

  • Need to create invoices or shipping documents

  • Are not anticipating further changes to pricing or quantities

Sales orders are binding and impact inventory, shipping, and finance workflows.

Tip: Many users start with a quotation and convert it to a sales order once the customer confirms. See: How do I turn a quotation into a sales order?

Note: Using quotations can add an approval layer and prevent accidental order fulfillment before confirmation.