---
title: "Creating an offer"
weight: 40
description: "Creating a commercial offer from the mobile application: customer, lines, photos, notes and signature."
source_hash: "186be21a"
---

# Creating an offer

The application offers two creation modes, both reachable from the home screen.

## Quick creation (category grid)

The **Quick offer** button opens the quick creation page. A touch grid shows the product categories for fast selection.

1. Browse the categories by tapping them
2. Select a product to add it to the offer
3. Adjust the quantity if needed

![Quick creation page with the product category grid](screenshots/creation-rapide.webp)

This mode suits simple offers made of standard products.

## Full form

The **Full quote** button opens the detailed form. A draft is created automatically as soon as the page opens.

### Selecting the customer

1. Tap the **Customer** field
2. Search for the customer by name or reference
3. Select it in the list

> **Tip:** The search works offline too, on the synced data.

![Customer selector with the search field and the list of results](screenshots/selection-client.webp)

#### Creating a customer on site

If the customer does not exist in Dolibarr yet, tap **+ New customer** in the selection dialog.

Fill in the customer name at the very least. The other fields (town, phone, email, address, SIRET, VAT number) are optional.

The customer is created locally with a temporary identifier and will be synced to Dolibarr at the next synchronisation. It can be picked for your offer straight away.

### Additional information

- **Customer reference** (optional): the customer's own reference for this offer
- **Project** (optional): link the offer to an existing Dolibarr project
- **Delivery date** (optional): requested delivery date
- **Validity**: how long the offer stays valid (30 days by default)

### Commercial terms

- **Payment terms**: pick from the list (30 days, immediate payment, and so on)
- **Payment method**: cheque, bank transfer, credit card, and so on

![Creation form with the customer, date and commercial terms fields](screenshots/formulaire-creation.webp)

## Adding lines

### Selecting a product

1. Tap **Add a line**
2. Choose the selection mode:
   - **By category**: browse the category tree
   - **By search**: search by reference or label
   - **By barcode**: scan the barcode with the device camera

![Selecting a product by category or by search](screenshots/selection-produit.webp)

3. Select the product you want

### Scanning several products in a row

The **Scan products** button opens the camera in continuous mode: every barcode recognised adds the product straight to the offer, without going back through the list. Scanning the same code twice increases the quantity of the existing line.

If no catalogue product matches the code read, a message tells you and scanning carries on. A button also lets you type the code in by hand, which helps when the label is damaged or poorly lit.

This mode is available from the full form as well as from quick creation.

### Setting up the line

For every line added you can change:

- **Quantity**: number of units
- **Unit price excl. tax**: editable if needed (catalogue price by default)
- **Discount %**: discount on this line
- **VAT**: applicable VAT rate
- **Description**: add details if needed

![Setting up a product line with quantity, price and discount](screenshots/parametrage-ligne.webp)

### Managing lines

For every existing line:

- **Edit**: tap the line to edit it
- **Delete**: use the bin icon

## Adding photos

Photos document the site, the measurements or the condition of the premises.

1. Scroll down to the **Photos** section
2. Tap **Add photos**
3. Choose between the camera and the gallery

Photos are compressed automatically before being stored, to limit the space they take up.

> **Note:** GPS coordinates are recorded automatically if you have allowed geolocation.

![Photos section with the thumbnails of the photos added](screenshots/section-photos.webp)

## Annotating a photo

Tap a photo to open the editor. You can drop markers straight onto the image, at the exact spot that matters to you: that is the site survey.

1. Tap the image where you want the marker
2. Choose the marker type: **Product**, **Service**, **Note** or **Sub-photo**
3. Fill in the information requested

> **Important:** Product and service markers become lines of the offer when it is turned into a proposal in Dolibarr. Dropping a "window to replace" marker on the photographed facade therefore amounts to pricing that window.

The editor, sub-photos and marker management are described in detail on the [Photo dossier](/offlinepropale/dossier-photo) page.

## Notes

### Public notes

Visible on the PDF and on the Dolibarr proposal. Use them for:

- Specific terms
- Lead times
- Technical information

### Private notes

Visible in the Dolibarr back office only. Use them for:

- Internal remarks
- Points to check
- Context of the appointment

## Checking and saving

### Totals summary

Before saving, check the summary shown at the bottom of the page:

- Total excl. tax
- Total VAT (broken down per rate)
- Total incl. tax

### Saving

Tap **Save**. The offer is stored locally on your device with the **Pending sync** status.

> **Important:** The offer is held on your device. Remember to sync as soon as you can to save it on the server.

### Automatic drafts

When you open the full form, a draft is created automatically. If you leave without entering anything (no customer, no lines, no photos), the empty draft is deleted automatically. If you started filling the offer in, the draft is kept and can be found again in the list.