Skip to content
Gallery
KuduPro Knowledge Hub
Artisent Doc Go-live
Welcome to KuduPro
Contact Management
Catalog
Sales
Field Management
Operations
Job Changes
Share
Explore

Sequence Number

QT | Store | Year | 5 Digit Sequence
Example: QT012200001

**Quotation sequence numbers do not match to Sale Order sequence numbers. However, the quotation that was used to generate a sale order can be found at the top of the sale order overview screen.**

Quotation Statuses

⁠
Quotation Statuses
Status Name
Triggers (what causes the status to change)
Manual / Auto
Image
1
Draft
Create New Quotation
Auto
image.png
2
Sent
Send via Email
Download PDF
Auto
image.png
3
Approved
Convert to Sales Order **Once a Quotation is converted to a Sale Order, the status will remain as Approved and it is locked from further changes forever. However, there is no limit to the number of times the same quotation can be converted to a sales order.
Auto
image.png
There are no rows in this table
⁠

Overview of Quote

Click on the Quotation Overview to view:
Estimates + Layouts
Client + contact information
Installation Details
Description of work
⁠
image.png
⁠
⁠


Overview of Order Lines

Click the Order Lines tab to view:
Adding Products/Services
Unit Price
Total Price

⁠
image.png
⁠
⁠


Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.