Creating a quote and sending it to the customer

Open Sales then Quotes. A quote belongs to an entity, and its lines are taken from THAT entity's catalogue: an item from another entity's catalogue is refused. Free-text lines and items shared by the whole company remain possible.

When MAYA writes a quote, it refuses the same service twice: it does not add them up into one line with quantity two, because that would keep a wrong amount while making it look clean.

The quote carries its currency, and the exchange rate used is FROZEN when it is issued: a March quote keeps its amount in October, even if rates have moved since.

Sending to the customer goes over ONE messaging channel — the most recent of the conversation — and email comes IN ADDITION when the address exists. A customer reachable on two messengers does not receive the same document twice.

The PDF is rebuilt as soon as the quote content changes: the customer always receives the current amount, never the file from before the change.

A failed sending sets no sent date: the quote stays in your lists of quotes never delivered. Only a status change you make yourself declares it sent.