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DocsCreating a Quote
Build and configure a sales quote with line items, discounts, and tax
Creating a Quote
Walk through the process of building a new quote from scratch.
Open the quotes page
Navigate to Quotes in the sidebar to view the quotes list.
Click Create Quote
Click the Create Quote button in the top-right corner. The quote creation form will open.
Enter the quote details
Fill in the Title (required), select a Company, and optionally choose a Contact and Opportunity. If you select a company first, the contact and opportunity dropdowns will be filtered to show only records associated with that company.
Select a template (optional)
Choose a Template to auto-fill terms and conditions, notes, colors, and default values. You can modify any template-provided content after it is applied.
Add line items
Add products from your catalog or create custom line items. For each line item, specify the quantity, unit price, and optionally apply a discount and tax rate. The line total is calculated automatically.
Review totals and save
Review the subtotal, discount, tax, and total amounts at the bottom of the form. Add any notes or terms and conditions, then click Save to create the quote in Draft status.
Quote Fields
A complete reference of all fields available when creating a quote.
| Field | Description |
|---|---|
| Title* | A descriptive title for the quote (e.g., "Enterprise Plan Proposal Q2 2026"). |
| Company | The company this quote is being prepared for. Selecting a company filters the Contact and Opportunity fields. |
| Contact | The primary contact at the company who will receive and review the quote. Filtered by the selected company. |
| Opportunity | The sales opportunity this quote is associated with. Filtered by the selected company. |
| Template | A quote template that pre-fills terms, notes, colors, and default values. |
| Currency | The currency used for all pricing on this quote (e.g., USD, EUR, GBP, CAD, AUD). |
| Introduction | An introductory message or cover note displayed at the top of the quote. |
| Notes | Additional notes or comments displayed on the quote, such as delivery timelines or special terms. |
| Terms & Conditions | Legal terms and conditions that apply to the quote. Can be pre-filled from a template. |
Line Items
Add products and services to the quote with pricing and discounts.
Line items are the individual products or services included in the quote. Each line item consists of the following fields:
- Product — Select a product from your catalog. Selecting a product auto-fills the name, description, and unit price.
- Name — The display name for this line item. Auto-filled from the product but can be customized.
- Description — A description of the line item. Auto-filled from the product but editable.
- Quantity — The number of units being quoted.
- Unit Price — The price per unit. Auto-filled from the product and editable.
- Discount Type — Choose between percentage (%) or fixed amount ($) discount.
- Discount Value — The discount amount or percentage to apply to this line item.
- Tax Rate — The tax rate percentage for this line item. Auto-filled from the product's tax configuration.
- Line Total — Automatically calculated: (Quantity x Unit Price) - Discount + Tax.
Quote Totals
Understanding the calculated totals at the bottom of the quote.
- Subtotal — The sum of all line item totals before discounts and tax.
- Discount — The total discount applied across all line items.
- Tax — The total tax calculated across all line items based on their individual tax rates.
- Total — The final amount: Subtotal - Discount + Tax. This is the amount the customer will be asked to pay.
Linked Records
How quotes connect to other records in your CRM.
Quotes can be linked to companies, contacts, and opportunities. These links provide context and traceability throughout the sales process:
Company & Contact
Associating a quote with a company and contact ensures the correct recipient information appears on the PDF and in email delivery. When you select a company, the contact dropdown is filtered to show only contacts belonging to that company.
Opportunity
Linking a quote to an opportunity connects the proposal to a specific deal in your pipeline. This allows you to track which quotes were created for each opportunity and their acceptance status. The opportunity dropdown is filtered by the selected company.