---
title: How to Create, Filter, Duplicate and Remove a Customer Quote?
description: Learn how to create a customer quote in Sequence, filter it by status or customer, duplicate it in one click, and easily convert it into an invoice.
---

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# How to Create, Filter, Duplicate and Remove a Customer Quote?

## Left Menu \> Sales \> Quotes

1\. Click on **Human Resources** in the left side menu.

![creer\_duppliquer\_supprimer\_filtrer\_devis01](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis01.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis01.png)

2\. From the dropdown options, click on **Quotes**.

![creer\_duppliquer\_supprimer\_filtrer\_devis02](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis02.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis02.png)

3\. Click on the **Create Quote** button. This will take you to the **Create a Quote** screen.

![creer\_duppliquer\_supprimer\_filtrer\_devis03](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis03.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis03.png)

4\. Select the client from the **Client** dropdown list. As soon as a client is selected, the reference number is automatically filled in the **Reference** field.

![creer\_duppliquer\_supprimer\_filtrer\_devis04](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis04.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis04.png)

5\. Select the project you want to associate with the quote using the **Associate Project** dropdown list.

![creer\_duppliquer\_supprimer\_filtrer\_devis05](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis05.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis05.png)

6\. Likewise, select the **Currency**, **Issue Date**, and **Due Date** from the respective dropdown lists.  
If you select a currency other than CHF, you can adjust the rate in the “**Edit Rate**” section under “**Services or Products**.”

![creer\_duppliquer\_supprimer\_filtrer\_devis06](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis06.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis06.png)

7\. Moving to the **Quote Details** section, select the **Sales Category** from the dropdown list.

![creer\_duppliquer\_supprimer\_filtrer\_devis07](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis07.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis07.png)

8\. Choose whether you want to **include VAT in the unit price or not**.

**![creer\_duppliquer\_supprimer\_filtrer\_devis08](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis08.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis08.png)**

9\. Use the item line to enter the **Service or Product**, **Quantity**, **Units**, **Hourly Rate**, and **VAT** for the item. The category can be customized by clicking on the three dots icon at the end and selecting **Customize Category**.

![creer\_duppliquer\_supprimer\_filtrer\_devis09](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis09.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis09.png)

10\. To add a new item, click on the **+ Add a Line** button.

**![creer\_duppliquer\_supprimer\_filtrer\_devis10](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis10.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis10.png)**

11\. Click on the **Settings** button to customize the fields in the item, select the language and format, and personalize the categories in all lines.

![creer\_duppliquer\_supprimer\_filtrer\_devis11](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis11.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis11.png)

12\. Enter comments in the **Comments** field.

![creer\_duppliquer\_supprimer\_filtrer\_devis12](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis12.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis12.png)

13\. You can also apply an adjustment or a discount to your quote, either as a percentage or a fixed amount, applied to the total amount.

![creer\_duppliquer\_supprimer\_filtrer\_devis13](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis13.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis13.png)

14\. Once all required information is entered, click on the **Generate and Send** button.

![creer\_duppliquer\_supprimer\_filtrer\_devis14](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis14.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis14.png)

15\. A pop-up window will appear with the email template that will be sent to your client. Provide the email address if it is not filled in, and edit the email text if needed.

![creer\_duppliquer\_supprimer\_filtrer\_devis15](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis15.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis15.png)

16\. Click **Confirm** to finalize the sending.

![creer\_duppliquer\_supprimer\_filtrer\_devis16](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis16.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis16.png)

17\. A confirmation window will notify you that the quote has been generated and sent. Click **Continue**.

**![creer\_duppliquer\_supprimer\_filtrer\_devis17](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis17.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis17.png)**

18\. For more options, click on the **down arrow** icon next to the Generate and Send button. This will reveal several options: **Generate without sending**, **Generate and download**, **Generate, send and finish**, and **Save as draft**.

![creer\_duppliquer\_supprimer\_filtrer\_devis18](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis18.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis18.png)

19\. To duplicate a quote, click on the **three dots** icon and select the **Duplicate** option.  
![creer\_duppliquer\_supprimer\_filtrer\_devis019](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis019.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis019.png)

20\. To locate a specific quote, use **the search bar and the filters** located above the table. To **remove the filters**, click on the “X” icon.

![devis\_client20](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/devis_client20.png?width=670&height=358&name=devis_client20.png)

21\. To delete a quote, click on the **three dots** icon next to the quote you want to delete, then select the **Delete** option.

![devis\_client21](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/devis_client21.png?width=670&height=352&name=devis_client21.png)

22\. A pop-up window will ask you to confirm the deletion. Click **Confirm**.

![creer\_duppliquer\_supprimer\_filtrer\_devis24](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Devis/creer_duppliquer_supprimer_filtrer_devis24.png?width=670&height=377&name=creer_duppliquer_supprimer_filtrer_devis24.png)

 

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