Quotations
Create and complete commercial proposals, and find them again.
Create a quotation#
Create a new quotation for a customer.
| Property | Value |
|---|---|
| Identifier | proposal.create |
| Type | Write — confirmation required (irreversible) |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Sales, Generic |
| AI assistants (MCP) | Offered if your profile and permissions allow it |
Required information : The customer (taken from the active context); the date (today by default).
Examples :
Create a quotation for this customer.
Limits : A creation verb always opens a new quotation, even if one is already active in the context.
Add a line to a quotation#
Add a line to a draft quotation: a product from the ERP catalog (real label and price) or a free line.
| Property | Value |
|---|---|
| Identifier | proposal.line.create |
| Type | Write — confirmation required (reversible in the ERP) |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Sales, Generic |
| AI assistants (MCP) | Offered if your profile and permissions allow it |
Required information : The quotation (from the context); a description; a unit price excl. VAT for a free line; a quantity (1 by default).
Examples :
Add a line “Fibre installation”, quantity 1, unit price €500 excl. VAT to the quotation.
Limits : For a catalog product, SpeakDo uses the recorded price and never invents one. A validated quotation no longer accepts lines: the action is refused with an explicit message.
Search quotations#
Search quotations by reference or customer, filter by status (draft, validated, signed, not signed).
| Property | Value |
|---|---|
| Identifier | proposal.search |
| Type | Read |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Bound, with limits |
| Profiles | Sales, Generic, Site manager (being validated) |
| AI assistants (MCP) | Offered if your profile and permissions allow it |
Required information : A customer, a reference or a status.
Examples :
Show this customer's draft quotations.
Limits under ERPNext :
- value “facturee” of
statusrefused — Un devis ERPNext n'a pas de statut « facturé » : la facturation part d'une commande.
See also : Catalog overview · Dolibarr compatibility · ERPNext compatibility