After receiving a customer's inquiry (IQ), can I directly convert it to a quotation?

Currently there is no function to directly convert an inquiry to a quotation, and we do not plan to create a separate module for this. In the future, this will be handled by the [AI Assistant]. For now, you can do the following: 1. Reply directly: Go to [Inquiry] in "Received", open the customer's inquiry, modify unit prices, quantities, etc., then click [Send]. The customer will receive your reply. 2. Create a formal quotation: Go to [Quotation Management], click [New Quotation], then use [Add Items] and select source "Inquiry" to bring in items from the inquiry. Review the batch price adjustment preview before adding. Fill in buyer information, currency, expiration date, etc. by clicking [Edit] on the quotation. 3. Inquiries from public page visitors will directly become a quotation on your side, with a notification at the top saying "This is a new customer from the public page". After filling in the price, use [Print] to download the PDF and send it to the customer. Once the customer agrees, click [Convert to PI].

V5單據InquiryQuotation