Creating a quote lets you assemble a priced proposal for a customer. Follow these steps to build one from scratch.
Before you start
Make sure the customer already exists as an account. You will also need at least one line item to save the quote.
Steps
- Go to the Quotes list and click New Quote.
- Choose the Account the quote is for. Optionally pick a Contact at that account.
- Optionally set Quoted By to the team member who should be credited. If you leave it blank, it defaults to you.
- Enter a Title for the quote, and an optional Description.
- Set the Issue Date and the Valid Until date. The Valid Until date must be the same as or later than the issue date.
- Add your line items. For each item enter a Description, Quantity, Unit (each, hour, day, week, month, or project), and Unit Price. You can also pick a product to fill these in for you, add extra Details, mark an item Taxable, or mark it Optional.
- Optionally set a Tax Rate, a Discount (fixed amount or percentage), and shipping details (cost, method, and carrier).
- Optionally add Terms for the customer.
- Click the save button to create the quote.
The quote is created as a Draft and the totals are calculated for you. You are taken to the quote’s detail page, where you can review it before sending.
Tip: You must add at least one line item before the quote can be saved. Mark anything the customer can decline as Optional so it is excluded if you later convert the quote.
Next: Send a quote to a customer.