Quotations and orders

Automatic archiving of quotations and orders

Patric avatar
Written by Patric
Updated over a week ago

Once you have created a quotation, it is initially in the draft.

As soon as you send the quotation to the customer, it is displayed as "Offered".

The quotation remains active for 3 months and is then automatically archived by Keyline if the order has not been placed.
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You can simply duplicate archived products as well as the completed products andoffer them to the customer again or give it directly into production.

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