Sales
Create a quote
How to raise a new quote for a contact or company, add line items and save it as a draft.
A quote is a priced proposal you can send to a contact or company. This guide covers raising a new quote, adding line items and saving it as a draft.
Open the new-quote form
- From the sidebar, choose Sales → Quotes.
- Click New quote in the top-right corner.
Choose the customer
Start typing the contact or company name into the Customer field, then pick the right record from the list. If the customer doesn't exist yet, click Add new contact at the bottom of the list to create one in place.
Add line items
For each item on the quote:
- Click Add line.
- Choose a product from the catalogue, or type a free-text description.
- Set the quantity, unit price and any discount.
The total updates as you go, including VAT if the customer is configured for it.
Save as draft or send
- Save as draft keeps the quote private to your team for further editing.
- Send opens the Send quote panel with a pre-filled email template.