# Tutorial: create a quote from an opportunity

> Create an opportunity with line items for one of your relations and download it as a quote PDF in about 10 minutes.

Source: https://enydea.com/en/documentation/tutorial-quote-from-opportunity · Last updated 2026-10-02

## Goal

You will create an opportunity for a customer, add line items, and download a quote as a PDF. This takes about 10 minutes.

## What you need

- A relation for your customer, with the name and address filled in. See [Relations (CRM)](https://enydea.com/en/documentation/relations-crm.md).
- Your own company details in **Settings** -> **Account** (step 1).
- An English quote. The quote layout exists only in English.

## Steps

![The Opportunities tab of a relation](https://enydea.com/seo-assets/screens/relation-opportunities.webp)

*The Opportunities tab of a relation.*

1. Click the gear icon at the bottom of the side menu to open **Settings**. Under **Company information**, fill in **Company Name**, **Billing Address**, **Billing zipcode**, **Billing City**, **Billing Country**, **Billing Email**, **SWIFT** and **IBAN/Bank account**. Click **Save Changes**.
2. In the **Appearance** card of the same page, upload your **Company logo**. The quote shows it at the top. If you see **Set standard Relation to set company logo**, pick a marketing relation under **Current Account** in the side menu first.
3. Make sure your company website is filled in. If it is not, open the **Setup Wizard** from the gear menu on the **Dashboard** and enter it as **Website** in the **Company Profile** step.
4. Open **Relations** and click your customer in the list. Check that **Name**, address, **Zipcode**, **City** and **Country** are right. The quote prints them. To edit, switch off **Locked Mode** in the three-dot menu.
5. Click the **Opportunities** tab and click the round **+** button (**Create new Opportunity**).
6. Change **Title** to something the customer will recognise. Keep **Currency** as **EUR** or choose another. Set **Language** to **English**.
7. Click **Add item**. Enter a **Description**, **Qty**, **VAT %** and **Price**. Repeat for each line. To pick from saved products instead, click **Add from Catalog**, tick the articles, and click **Add to Opportunity**.
8. Look at **Subtotal** and **VAT** under the lines. The **Total** shown in the form is the amount before VAT.
9. Click **Save**.
10. Click **Print as Quote**. A PDF downloads to your computer.
11. Send the PDF to your customer from your own mailbox.

## Check your work

Open the PDF. You should see:

- your logo and the customer's name and address;
- a quote number, made from today's date and your **Invoice Number**, or "DRAFT" if you left it empty;
- your lines with price, quantity and amount;
- **Total**, the VAT amount and **Total amount**;
- your bank details and website at the bottom.

If a dialog named **Incomplete Company Settings** appears, it lists the fields you still need to fill in under step 1 and 3. Fill them in and click **Print as Quote** again.

If you see **Quote Generation Failed**, check that **Language** is **English**, that the opportunity has at least one line, and that your logo is uploaded.

## Next steps

- Learn the catalog and follow-up options in [Opportunities and quotes](https://enydea.com/en/documentation/opportunities-and-quotes.md).
- Send the customer a contract to sign. See [Contracts and e-signing](https://enydea.com/en/documentation/contracts-and-e-signing.md).