---
title: How to create purchase quotes and send them for approval?
description: Easily create PQs and send them for approval by following the steps in this article.
---

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1. [Help Center](https://help.peakflo.co/?hsLang=en)
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3. [Purchase Quotes](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-quotes)

# How to create purchase quotes and send them for approval?

## Easily create PQs and send them for approval by following the steps in this article.

1. Go to the "Purchase Quotes" under the "Payables" section.  
![Screen Shot 2023-09-07 at 14.24.09](https://help.peakflo.co/hs-fs/hubfs/Screen%20Shot%202023-09-07%20at%2014.24.09.png?width=450&height=344&name=Screen%20Shot%202023-09-07%20at%2014.24.09.png)

2.Click on "Add New" from the top right of the screen.

![Screenshot 2026-04-08 at 7.49.15 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202026-04-08%20at%207.49.15%20AM.png?width=600&height=193&name=Screenshot%202026-04-08%20at%207.49.15%20AM.png)

 

3. Add the details of the PQ.  
The PQ number or click on **"Generate"** to auto-generate a PQ number.   
Date, due date, [budget](https://help.peakflo.co/budget-management?hsLang=en), and [approval policy](https://help.peakflo.co/how-to-set-up-approval-process-for-bill-payments?hsLang=en) for the PQ in addition to the vendor information. 

![Screenshot 2024-04-18 at 1.30.30 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-04-18%20at%201.30.30%20AM.png?width=600&height=327&name=Screenshot%202024-04-18%20at%201.30.30%20AM.png)

3. You can tick **"Automatically email/WhatsApp to the vendor after full approval"** and Peakflo will automatically send the PQ to the vendor after the approval is completed. 

![Screenshot 2024-04-18 at 12.34.15 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-04-18%20at%2012.34.15%20AM.png?width=450&height=394&name=Screenshot%202024-04-18%20at%2012.34.15%20AM.png)

**Note:**  
To learn how to customize your purchase quote email template, check this article:  
[How can I customize my purchase quote email template?](https://help.peakflo.co/how-can-i-customize-my-purchase-quote-email-template?hsLang=en)

4. Go to the **"Items"** section and add the details of the line item. Then click on **"Save"**.

5. Click on the "**+Add File"** button under "**Attachments**" if you’d like to include an attachment.  
![](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-08-18%20at%208-23-23%E2%80%AFPM-png.png?width=600&height=309&name=Screenshot%202024-08-18%20at%208-23-23%E2%80%AFPM-png.png)

Please be aware that the file attachment size should not exceed 10 MB.

6. From the **"Purchase Quotes"** tab, click on the PQ you just created and click on **"Send for Approval"**. According to the approval policy you have set for the purchase quote, the purchase quote will be sent to the approvers. 

![Screen Shot 2023-09-07 at 14.28.45](https://help.peakflo.co/hs-fs/hubfs/Screen%20Shot%202023-09-07%20at%2014.28.45.png?width=450&height=448&name=Screen%20Shot%202023-09-07%20at%2014.28.45.png)

 

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