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Quotes tutorial

Create a quote draft with AI, review customer-facing details, send it, and continue toward an order in Sanka.

Last updated: June 6, 2026

This tutorial walks you through using Claude or Codex connected to Sanka to create a quote draft, review the details in Sanka, send it after approval, and continue from the accepted quote toward an order. Keep the first step as a draft so a person can confirm customer-facing details before anything is sent.
Quote Approval Agent
Create a quote approval agent for Acme. Draft the quote, check margin, inventory, and tax, then route approval.
sanka.quotes.create → sanka.checks.runDone! Quote approval agent created. Draft quote is ready, checks passed, and approval was routed.
Ask anything...

Before you start

Check that you have the following ready.
  • Claude or Codex is connected to Sanka
  • The customer, items, prices, tax rules, and payment terms are registered
  • You have permission to create, review, approve, and send quotes
  • Your team knows when discount, margin, or amount approval is required
If you still need to organize the opportunity or deal context, start with Deal management.

1. Ask AI to prepare a quote draft

Open Claude or Codex and ask it to prepare a draft quote. Tell AI not to send the quote yet.
Sample prompt
/sanka Create a quote draft for Green Salon Group. Add 12 Professional Hair Dryer HD-200 units and 24 Retail Hair Brush HB-40 units. Check pricing and tax, but do not send it yet.
Claude
Create a quote draft for Green Salon Group. Add 12 Professional Hair Dryer HD-200 units and 24 Retail Hair Brush HB-40 units. Check pricing and tax, but do not send it yet.
Preparing quote draft in SankaThe quote draft is ready. Please review the customer, line items, quantity, amount, tax, payment terms, and recipient before sending.
Ask a follow-up...
Use this step to create a draft only. Sending, approval, and order conversion should happen after review.

2. Review the quote in Sanka

Open the draft quote in Sanka and confirm the details that the customer will see.
  • Customer and recipient
  • Item names, quantities, unit prices, discounts, and taxes
  • Total amount, payment terms, delivery timing, and notes
  • Internal owner, approval state, and related deal or customer record
If something looks unclear, ask AI to explain the calculation or list the fields that need human review before sending.

3. Send after approval

If your team requires approval, route the quote before sending it. For example, review high discounts, low margin, large amounts, or unusual payment terms.
Sample prompt
/sanka Review this quote before sending. Check discount, margin, amount, inventory availability, tax, payment terms, and recipient. List anything that needs approval.
After the quote is approved and the customer-facing details are correct, send it to the customer.

4. Continue from the accepted quote

When the customer accepts the quote, continue to the next operation instead of recreating the data manually.
  • Convert the accepted quote into an order
  • Review inventory, delivery, and fulfillment needs
  • Create billing records from the order when the order is ready
  • Keep the quote, order, invoice, and activity logs connected
For the next step, see Quote → order.

Checkpoints

You can review AI-created drafts, approval results, and sending activity in Sanka. Logs show who changed what and when.
Search Sanka...
Review quote activity

Logs

Search logsAll actionsAll dates
ID / ActionDateTarget / ItemChangeActor
3Quote sent2026/05/07 17:20Green Salon Group / QuoteSent after approvalClaude connector
2Approval reviewed2026/05/07 16:50Green Salon Group / QuoteDiscount, margin, and recipient checkedSales manager
1Quote draft created2026/05/07 16:31Green Salon Group / QuoteAdded 2 line items and payment termsClaude connector

You can also confirm the quote status, customer, recipient, line items, total amount, and related order from the quote table.

Next tutorials

PreviousManage deals and opportunitiesNextCreate and send quotes