---
title: Link a Booking to a Quotation
slug: link-a-booking-to-a-quotation
icon: 🖇️
docTags: 
createdAt: 2023-06-29T10:26:10.379Z
---

# Introduction

In some cases, bookings may be created before quotations. However, Logic can easily link Bookings to Quotations to inherit data from existing related quotations. This reduces the need for manual data entry from scratch.

While a quotation can be linked to one or more bookings, a booking can only be linked to one quotation.

In this guide, we will learn how to link Bookings to Quotations in the Operations dashboard while inheriting data from the Sales modules.

# Conditions

:::hint{type="info"}
- The quotation must have at least one existing Quotation version.
- The quotation must have "Sent" status.
- You must click "update" after linking the booking to update the new data in the database.
:::

# Guided steps

:::Iframe{iframeHeight="0" code="<iframe src=&#x22;https://scribehow.com/embed/How_to_Link_a_Booking_to_a_Quotation__3xGoQBxOSc2PNehm4kS_sw?removeLogo=true&#x22; width=&#x22;640&#x22; height=&#x22;640&#x22; allowfullscreen frameborder=&#x22;0&#x22;></iframe>"}

:::

# What I learned

::::WorkflowBlock
:::WorkflowBlockItem
You can use more than one filter to locate the quotation you need to link the booking to.
:::

:::WorkflowBlockItem
The quotation must have at least one existing quotation version.
:::

:::WorkflowBlockItem
Selecting the Quotation costs simplifies the latter steps in the process.
:::

:::WorkflowBlockItem
You must click "Update" in the dashboard after receiving the system linkage confirmation message so that the selected information can be updated in the database.
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:::WorkflowBlockItem
The Post-It section has notes related to the booking, including the confirmation statement of the linkage of the booking to a quotation.
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