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Creating a Quote

This guide walks you through creating a professional quote step by step.

Step 1: Select a Customer​

On the quote builder page:

  1. Start typing the customer name
  2. Select from search results or use + New Customer to add inline
  3. You can also paste a customer ID if you have it

Step 2: Add Line Items​

Click Add item to add a new line:

  • Description — product or service name (or search for a product from your catalog)
  • Quantity — number of units
  • Unit price — price per unit in the quote currency
  • Discount — optional per-line discount (% or fixed amount)
  • Tax rate — percentage (e.g., 19% = 1900 bps)

You can also quick-add products from the catalog using the product buttons above the table.

Step 3: Apply a Template​

In the Template dropdown, select a branded template to style the quote. Templates control colors, logo, and footer.

Step 4: Review Totals​

The summary panel on the right shows live calculations:

  • Subtotal
  • Line discounts + quote discount
  • Tax
  • Total

Step 5: Save as Draft​

Click Create Quote to save. The quote is now in Draft status and can be edited or sent.