How do you generate an estimate?

To generate a quote navigate to Student Enrollment and from the next screen place the flag on the Generate a Quote checkbox.

Enter the name of the student and a course, educational offering, carnet, good or service for which you intend to generate the quote; click the button + to add the order.

Enter all the data related to the order form (click here for guidance on placing an order) and click the button at the bottom of the page Generate Quote.

Navigating to Financial Management → Estimate Management you will be able to view the list of generated quotes.

From this section of the system it will then be possible:

• edit or turn a quote into an order (1st icon)
• show quote details (2nd icon)
• download or send the quote (3rd icon)
• delete a quote (4th icon)

For more information, read the guide on quotations.