Start from the right sales context
A quote can be linked to customer, company, lead, or deal context supported by the builder. If a lead is not yet qualified and the quote workflow requires an opportunity, Lynka can prompt you through qualification rather than inventing a deal relationship behind the scenes.Build the quote
1
Open Quotes
Go to Agreements, then Quotes.
2
Create the quote
Start a new quote and select the customer or sales relationship.
3
Add products and lines
Add the products or services, quantities, prices, and line details that make up the offer.
4
Review discounts and adjustments
Apply the supported line or header discounts and any fees or adjustments. Do not calculate the final total manually outside Lynka and paste only the result.
5
Add tax
Apply the appropriate tax lines and inclusive or exclusive tax behavior configured for the quote. Tax-exempt quotes should not carry active tax lines.
6
Confirm currency and terms
Review the quote currency, validity period, terms, notes, and other commercial details.
7
Save
Save the quote. The server recalculates the canonical header totals from the saved line and tax data rather than trusting a browser-supplied total alone.
How totals are protected
The server calculation follows the commercial structure of the document: line amounts, discounts, inclusive-tax handling, tax lines, fees or surcharges, then final total. For taxable quotes, the backend expects the tax snapshot data needed to calculate the total. It should reject an ambiguous taxable payload rather than guess a tax amount.Permissions
Quote creation requiresquote.create. Editing, voiding, viewing all records, and overriding locks are separate controls.