Quote revision lets you update or modify an existing quote when customer requirements change. You don’t need to start from scratch. You can duplicate the original quote and adjust it. This keeps track of all versions in one place. This ensures transparency, faster negotiations, and makes it easier to finalise and convert the approved quote into a sales order.
In the Zhylar system, please note:
Only a quote in sent stage can be revised.
Open Sent quote
Click Create Revision
Make changes
Update Quote (save draft)
Save & Send (resend)
Revised versions will be denoted by R# following the document series code.
E.g., quote document with ID QT-0007 is revised thrice, the revised documents will be saved as:
QT-0007- R1
QT-0007-R2
QT-0007- R3
Quotes List View only shows the latest active version. Example: Accepted/Sent quotes appear.
All other versions will be moved to archive.
You can switch between quote versions in Quotes View tab.
To see all versions:
Go to Companies.
Click the relevant company.
Select the Quotes tab.
View all versions in list view
This is done to avoid clutter in main list.
Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!
Quotes are formal price proposals you create and share with customers based on their requirements. A quote includes details like products or services, quantities, discounts, taxes, and total value. With Zhylar, you can generate, revise, and send quotes directly from deals. This helps you respond quickly to customers and manage negotiations. It also allows you to move smoothly towards order confirmation.
A Quote can be added to the system in several ways.
Quotes Module
Click + New Quote
Fill required details
Fill out the required details
Company: Select or add a company to whom this quote is being sent
Contact: Add contact from that company
Owner: Owner is the person who created the document or to whom it is assigned
Quotation Date: Date on which quote was created.
Payment Terms: Select or add payment terms
Expiry Date: The date on which the quote will expire (client must respond before expiry date)
Subject: Optional field
Exchange Rate: Based on company selection, the exchange rate will be calculated automatically. You can also manually adjust the exchange rate at the document level itself.
Quote Items: Add items to the quotation with a single click, selecting items from the product catalogue
Modify quantity and unit price
Zhylar supports the primary & secondary UOM concept. You can specify quantity in any of the primary or secondary UOM. The unit price can also be specified in any of the primary or secondary UOM.
Where Secondary UOM has been added, you can click on the downward facing arrow. Select which UOM you want to use for this Quote.
Discount: This field is visible only if line discounts are enabled for your organization. You can specify the discount either as a percentage or as a fixed amount
Tax Rate: The tax will be pre-loaded based on the item selected. It is defined during the creation of the item. However, you still have the option to change the tax that is applied to the item selected.
Amount: Amount will be calculated based on Quantity * Unit Price – Discount
Terms & Conditions: You can select T&C from the defined T&C templates. Alternatively, you can type them manually as per your need.
Notes: Any notes about the document to displayed to customer.
File Upload: This is to upload related files along with documents.
Save as Draft (edit later)
Save & Send (send immediately)
Shortcut (Header)
A new quote can also be added by clicking the + sign next to the profile. All following steps remain the same.
Companies Module
From the Companies module, click open the company to whom you want to send a Quote.
Go to Quotes tab.
Select +New Quote
From Deal
A Quote can also be created from a Deal.
Go to Deals module.
Click open the Deal for which you want to make a Quote.
Go to View Deal.
Click Create.
Select Create Quote.
Update Quote
Click on the ⋮ 3 dots
Select Update (or View)
Make changes
Save (draft) or Save & Send
A Quote can be updated at any stage except if it is marked as Rejected or Cancelled.
Delete Quote
Meaning: Permanent removal, irreversible
Steps:
Click Delete (document can be deleted at any time)
Confirm deletion prompt.
If Quote is linked with other modules, all interlinking will be deleted as well.
Quote Lifecycle (Stages & Actions)
Defines stages from creation to acceptance, rejection, invoicing, or deletion. Teams can thus streamline quotations and prevent manual errors.
Draft Stage (Unsent)
Meaning: Prepared quote has not been sent
Actions:
View: Check quote details
Update: Edit if needed
Clone: Make a copy (can be edited)
Download: Save as PDF to your device
Mark as Sent: Send to customer
Delete: Remove if not required
Sent (Awaiting Response)
Meaning: Sent to customer, pending reply
Actions:
View/Update/Clone/Download/Delete
Mark as Accepted: Customer has agreed
Mark as Rejected: Customer has declined
Mark as Cancelled: Offer withdrawn internally
Accepted (Customer Approved)
Meaning: Quote approved by customer
Actions:
View/Update/Clone/Download/Delete
Convert SO: Create sales order
Convert to Invoice: Bill directly > No SO created
Mark as Cancelled: Revoke post-approval
Ordered (Sales Order Created)
Meaning: Quote → Sales Order
Actions: View/Update/Clone/Delete/Download
Invoiced (Billed to Customer)
Meaning: Quote → Invoice directly
Actions: View/Update/Clone/Delete/Download
Rejected (Customer Declined)
Meaning: Quote refused, status cannot be changed
Actions: View/Update/Clone/Download/Delete
Cancelled (Withdrawn by Seller)
Meaning: Offer revoked internally, status cannot be changed
Actions: View/Update/Clone/Download/Delete
Quote Revision
On the Zhylar platform, you can make Quote Revisions. Read about how to make and maintain Quote Revisions in detail.
Clone a Quote
Click ⋮ 3 dots > Clone
Copy created instantly. You can edit it before saving/sending.
Clone can be edited and/or sent out immediately.
A clone can be created at any stage.
Print/Download Quote
Click on ⋮ 3 dots > Print/Download
Document saved to device in PDF format
Mark as Rejected/Final
Click ⋮ 3 dots > Mark as Rejected/Final
Final quotes → SO/Invoice
Rejected status is permanent
Sorting and Filter
Universal Search
Use search bar for quick searches
Finds matches across all fields
Sorting
Click column headers to sort by:
Date
Doc No
Company
Expiry Date
Sales Person
Amount
Status
Filter
For a more detailed search, use the Filter button to get precise results.
Quote Templates
Quote templates are pre-designed formats. They auto-fill customer and other details. This enables fast, error-free quote generation. These templates save time and accelerate sales. (template document to be linked)
Quote Details
When you click open any quote, you will be provided with a wholistic inside-out-view of the quote in your system. This includes:
PDF view– Final quote layout
Activities: Add/Track activities like calls and meetings for this transaction
Notes– Make/Update notes
Emails– Show email history in reference to this quote.
Items– All items added to this quote.
Documents– SO/Invoice created from this quote
Files- Check files attached to this quote.
Quote Timeline– Track creation/update history
Please note
Quote can be deleted at any stage.
Deleted quotes cannot be restored
Cancelled ≠ Rejected (internal vs. customer action)
Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!
