# Create a Quote From Sales leads

#### **<span class="ts2">Create a quote</span>**

The system allows users to generate a **Quote directly from an existing Sales Lead**, helping streamline the sales process and avoid re-entering information.

<span class="ts0"> </span><span class="ts0">Click on "**Create Quote**" button</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/scaled-1680-/SF2image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/SF2image.png)

#####  

##### View Quote

Once a quote has been created and linked to a Sales Lead, it can be easily accessed using the "**View Quote"** function.

<p class="callout info">Only **one quote** can be linked to a Sales Lead at any given time.</p>

<span class="ts0"> </span>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/scaled-1680-/UIjimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/UIjimage.png)

##### <span class="ts0"> </span>

##### <span class="ts0">Link Quote</span>

The **Link Quote** function allows you to connect an existing quote to a Sales Lead after the quote has already been created in the **Debtors module**.

**When to Use Link Quote**

<div id="bkmrk-use-this-option-when">- Use this option when a quote was **not created directly from the Sales Lead**.
- For example, if a quote was created separately in the Debtors module, it can still be linked back to the relevant Sales Lead for tracking purposes.

</div>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/scaled-1680-/fgRimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/fgRimage.png)

##### Remove Quote Link 

The **Remove Quote Link** function allows you to disconnect a linked quote from a Sales Lead.

1. Open the **Sales Lead** in **Edit Lead** mode
2. Click the **Remove Quote Link** button on the top navigation ribbon
3. The system will remove the association between the Sales Lead and the quote

When to Use **Remove** Quote Link

<div id="bkmrk-when-the-incorrect-q">- When the incorrect quote has been linked to the Sales Lead
- When you need to replace the existing quote with a different one
- When the quote is no longer relevant to the Sales Lead

</div><div id="bkmrk--2"></div>**Important Notes**

<div id="bkmrk-removing-the-link-do">- Removing the link **does not delete the quote** from the system
- The quote remains available in the **Debtors module** and can be reused or linked to another Sales Lead if required
- Only the connection between the Sales Lead and the quote is removed

</div>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/scaled-1680-/Oy7image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/Oy7image.png)