Before you start
The Quotes area helps you structure a commercial proposal before it becomes a sales order. Each document contains the customer, issue date, validity, products or services, quantities, prices, taxes, discounts, notes, and terms.
The workflow separates three decisions: preparing the proposal, approving it within the company, and recording whether it is accepted or declined. This makes the current state clear and preserves its relationship with the opportunity and sales order.
Information
Talento does not send the quote to the customer from this page. Use the company's agreed communication channel, then update the status in Talento when the relevant decision is known.
Accept or decline an approved quote
When the quote is approved, record the commercial response:
- select Accept when the proposal should become an order;
- select Decline when it will not proceed.
Accepting automatically creates a sales order with the same customer, opportunity, currency, notes, terms, and lines. The quote becomes Accepted and can no longer be edited.
Declining changes the status to Declined and closes the workflow without creating an order.
Review the sales order
From an accepted quote, select View sales order to open the generated document. You can adjust the permitted data while the order remains open and convert it into an invoice when it is ready.
See Sales orders to continue the process.
Result
You can verify the result on the settings page, in the relevant list, or through the status described in the steps above.
Common issues
If an option is unavailable, check the active module, the specific permission, and the record scope. If the settings are correct and the issue continues, keep the displayed message and contact support.