Supplementary Quotation tab

In the tab "Supplementary quotation", you can submit independently and optionally a quotation for e.g., extra services while processing an order. Reasons for submitting a supplementary quotation may be additional or unforeseen services that are not listed in the order items list or in case that the order has a pre-set budget which cannot be exceeded during billing. The preparation of the supplementary quotation is identical to the preparation of a quotation for a request (RFQ), with the exception that the preparation of the items list is carried out exclusively by you as the supplier. Using GAEB XML, an Excel import file or free text lines, you can create the supplementary quotation, including the quotation prices, and send it to the client within the same order. You can also access contract lines if there are contracts added to the order.

An overview of submitted supplementary quotations can be found under the same named tab. Several supplementary quotations can be sent. You can also add attachments to your supplementary quotation via the Attachments tab.

Click on the button “Create quotation” under the tab Supplementary Quotations”.

The editing area opens:

There are several possibilities to create the quotation. You can read more about it on the following pages:

After sending the quotation, the assigned approver for this order receives a notification and can transfer this supplementary quotation into the order or reject it. You will be informed of the approver's decision by e-mail.