Quotations and the pipeline

How quotations from the POS and the Sales app create, win and lose opportunities on their own.

What happens automatically

In the POS or the Sales app	In CRM
A quotation is saved	A new opportunity "Quotation number" appears in the stage chosen in the settings (default Negotiation), worth the quotation total and assigned to the person who made it.
The quotation is turned into an invoice	The opportunity is marked won and moves to the won stage. The invoice appears under Documents.
The quotation is cancelled	The opportunity is marked lost with the reason "Quotation cancelled".
The valid-until date passes without an invoice	The opportunity is marked lost with the reason "Quotation expired". The quotation itself is not changed.

These steps follow Settings → CRM → Quotation sync (see Setting up CRM): you can switch them off, or only follow quotations from a minimum amount.

Expiry reminders

With Expiry reminders on, Voltix plans a follow-up "Follow up — quotation number expires on date" for the card's owner, the set number of days before the valid-until date. It shows in My activities.

Good to know

A quotation creates only one opportunity.
Only quotations saved while CRM is switched on are followed.
You can still move these cards by hand, add notes and activities, or mark them lost.