{"id":174,"date":"2026-09-25T19:43:45","date_gmt":"2026-09-25T19:43:45","guid":{"rendered":"http:\/\/felix"},"modified":"2026-09-25T19:43:45","modified_gmt":"2026-09-25T19:43:45","password":"","slug":"cotizaciones","status":"publish","type":"docs","link":"https:\/\/aprende.dora.ec\/?docs=cotizaciones","title":{"rendered":"Cotizaciones"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Cotizaciones<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Descripci\u00f3n:<\/strong> Este procedimiento sirve para emitir cotizaciones (proformas) a clientes y duplicar proformas previas en el sistema Dora. Permite enviar presupuestos formales con detalle de productos, precios e impuestos, as\u00ed como reutilizar la informaci\u00f3n de cotizaciones anteriores para generar nuevos documentos r\u00e1pidamente sin volver a digitar los \u00edtems<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"\u00bfC\u00f3mo generar y duplicar cotizaciones en DORA?\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/_7ZflH3V5ss?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"\u00bfC\u00f3mo facturar las cotizaciones?\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/UEj_F5KLO9E?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"\u00bfC\u00f3mo se configura el env\u00edo de cotizaciones por correo electr\u00f3nico desde Dora?\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/BsaYFZMTYnE?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Proceso<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Paso 1:<\/strong> Acceder al m\u00f3dulo de Cotizaciones En el men\u00fa lateral de Dora, dir\u00edgete a Inventario (o Ingresos) y selecciona Cotizaciones.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Paso 2:<\/strong> Crear una nueva cotizaci\u00f3n Haz clic en el bot\u00f3n Nueva cotizaci\u00f3n ubicado en la esquina superior derecha. Selecciona al Cliente busc\u00e1ndolo por RUC\/C\u00e9dula o Raz\u00f3n Social. Asigna la Fecha de emisi\u00f3n y la validez de la propuesta. Selecciona los productos o servicios del cat\u00e1logo, confirma las cantidades, precios unitarios y la tarifa de IVA. Ingresa observaciones comerciales si aplica y haz clic en Guardar.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Paso 3:<\/strong> Duplicar una cotizaci\u00f3n existente En la lista principal de Cotizaciones, ubica la proforma que deseas tomar como plantilla. Haz clic en el bot\u00f3n de opciones del registro y selecciona Duplicar. El sistema cargar\u00e1 autom\u00e1ticamente todos los \u00edtems y precios en una nueva cotizaci\u00f3n. Ajusta los datos requeridos (como cambiar de cliente o actualizar valores) y haz clic en Guardar.<\/p>\n\n","protected":false},"excerpt":{"rendered":"<p>Cotizaciones Descripci\u00f3n: Este procedimiento sirve para emitir cotizaciones (proformas) a clientes y duplicar proformas previas en el sistema Dora. Permite [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[40],"doc_tag":[],"class_list":["post-174","docs","type-docs","status-publish","hentry","doc_category-cotizaciones"],"year_month":"2026-09","word_count":230,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Felix Gomez","author_nicename":"felix","author_url":"https:\/\/aprende.dora.ec\/?author=2"},"doc_category_info":[{"term_name":"Cotizaciones","term_url":"https:\/\/aprende.dora.ec\/?doc_category=cotizaciones"}],"doc_tag_info":[],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false},"uagb_author_info":{"display_name":"Felix Gomez","author_link":"https:\/\/aprende.dora.ec\/?author=2"},"uagb_comment_info":0,"uagb_excerpt":"Cotizaciones Descripci\u00f3n: Este procedimiento sirve para emitir cotizaciones (proformas) a clientes y duplicar proformas previas en el sistema Dora. 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