# Send a quotation

> Mark a draft sales quotation as sent and e-mail it to the customer; a quotation that has been sent is locked.

URL: https://erpdocs.corexlogic.com/en/satis/islemler/teklifi-gonderme

- **Type:** Task
- **Module:** Sales
- **Menu path:** Satış › Teklif Yönetimi › Satış Teklifleri (Sales › Quotation Management › Sales Quotations) › quotation details
- **Screen route:** `/erp/sales/quotations/{id}`
- **Required permission:** `erp-sales-quotations.edit`
- **Prerequisites:**
  - The quotation is in **Taslak** (Draft) status and has at least one line.
  - If an approval template is defined for quotations in the installation, the button is named **Onaya Gönder** (Submit for Approval); on final approval, the quotation automatically moves to **Gönderildi** (Sent) status.

**Gönder** (Send) only marks the quotation as *sent*; it does not send the e-mail. The e-mail is sent separately from
the **Çıktı** (Output) menu. This keeps the record correct even when you transmit the quotation by phone, by hand or
through another channel.

## Steps

1. Open the **Satış › Teklif Yönetimi › Satış Teklifleri** (Sales › Quotation Management › Sales Quotations) list and click the quotation number.
   <!-- action: navigate · target: "/erp/sales/quotations" -->
2. In the action bar of the quotation details, click the **Gönder** (Send) button.
   <!-- action: click · target: "Gönder" -->

   ![Draft quotation — action bar](https://erpdocs.corexlogic.com/en/en/img/screens/satis/teklif-taslak.png)
   1. Send — locks the quotation
   2. Edit — draft only
   3. Output — PDF and send by e-mail

3. In the **Teklif gönderilsin mi?** (Send quotation?) dialog, check the customer, number of lines, grand total and validity date; click **Gönderildi Olarak İşaretle** (Mark as Sent).
   <!-- action: click · target: "Gönderildi Olarak İşaretle" · expect: "The quotation status changes to Gönderildi (Sent)" -->

   ![Send quotation confirmation](https://erpdocs.corexlogic.com/en/en/img/screens/satis/teklif-gonder.png)
   1. Mark as Sent

4. To e-mail the quotation to the customer, select **E-posta ile Gönder** (Send by E-mail) from the **Çıktı** (Output) menu; to download the PDF, print it from the same menu.
   <!-- action: click · target: "Çıktı" -->

**Result:** The quotation moves to **Gönderildi** (Sent) status and is locked: prices, lines and terms can no longer be changed. If the customer accepts, [convert it to a sales order](https://erpdocs.corexlogic.com/en/satis/islemler/teklifi-siparise-donusturme); if the customer requests changes, [revise it](https://erpdocs.corexlogic.com/en/satis/islemler/teklifi-revize-etme).

## What you need to know

- The prices, lines and terms of a sent quotation do not change; a change opens a **new revision**.
- A quotation whose validity date has passed is shown in the list with the **Süresi Doldu** (Expired) badge.
- A draft quotation can be closed with **İptal Et** (Cancel); a sent quotation that was not won is closed with
  **Kaybedildi** (Lost).

## Related

- [Create a sales quotation](https://erpdocs.corexlogic.com/en/satis/islemler/teklif-olusturma)
- [Sales quotations screen](https://erpdocs.corexlogic.com/en/satis/ekranlar/satis-teklifleri)