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New quote

Create quote

Price line items from the catalog and send for approval.

Quote Details
Account, terms, line items, and notes.
Draft
Quote form

Build a quote against a deal, with terms, line items and notes.

Customer

Required

The account and the deal this quote is for.

Terms

Net 14

Dates, currency, and collection method.

Line Items

3 items

Products, services, quantity, tax, and amount.

ItemQtyRateTaxAmount
$
$72,000.00
$
$4,800.00
$
$1,900.00

Notes

Optional

Customer-facing memo and payment footer.

Ready to sendPDF preview ready

The PDF and the signature link are prepared after sending.

Totals update as items, taxes, and discounts change.

Quote DiscountApplied before tax calculation.
%
Subtotal
$78,700.00
Discount
-$6,296.00
Tax
$5,829.12
Quote Total
$78,233.12