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DocsCreating a Quote
Build and configure a sales quote with line items, discounts, and tax
Open the quotes page
Navigate to Quotes in the sidebar to view the quotes list.
Click New Quote
Click the New 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 the introduction, notes, terms and conditions, currency, and (if the template was saved with them) the line items. You can modify any template-provided content after it is applied. If your builder already has line items, applying a template that carries its own line items asks you to confirm before replacing them. See Quote templates below.
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.
| Field | Description | Type | Default |
|---|---|---|---|
| Title* | A descriptive title for the quote (e.g., "Enterprise Plan Proposal Q2 2026"). | text | — |
| Company | The company this quote is being prepared for. Selecting a company filters the Contact and Opportunity fields. | select | — |
| Contact | The primary contact at the company who will receive and review the quote. Filtered by the selected company. | select | — |
| Opportunity | The sales opportunity this quote is associated with. Filtered by the selected company. | select | — |
| Template | A quote template that pre-fills the introduction, notes, terms, and currency, and can also carry a saved snapshot of line items and the title. Legacy templates that only store defaults still apply exactly as before. | select | — |
| Currency | The currency used for all pricing on this quote. 47 ISO-4217 codes are supported, including USD, EUR, GBP, CAD, AUD, JPY, CHF, CNY, INR, BRL, MXN, SGD, KRW, AED, ZAR, SEK, NOK, KWD, and more. Defaults to your organization’s base currency. | select | Organization base currency |
| Introduction | An introductory message or cover note displayed at the top of the quote. | textarea | — |
| Notes | Additional notes or comments displayed on the quote, such as delivery timelines or special terms. | textarea | — |
| Terms & Conditions | Legal terms and conditions that apply to the quote. Can be pre-filled from a template. | textarea | — |
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.
- 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.
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.
A quote template is a reusable snapshot of quote content. Instead of rebuilding the same proposal each time, save a finished quote as a template and apply it to new quotes from the builder.
Save a quote as a template
Open any quote and click Save as template in the actions row. Give the template a name and save. This captures the quote's title, introduction, notes, terms and conditions, and every line item (product and price references, quantities, unit prices, discounts, and tax rates). Saving a template requires the quote edit permission.
Apply a template to a new quote
In the quote builder, pick your template from the Template dropdown. Its saved copy fills the introduction, notes, terms, and currency, and its saved line items load into the line-item table. Everything remains editable after it is applied.
Once you have selected a company or a deal on a new quote, a Draft with AI button appears above the line items. Clicking it drafts a quote from that context: the linked deal (its stage, amount, and notes), the company, recent activity on the record, and up to three of your past accepted quotes for the same company. The assistant returns a suggested title, an introduction, and a set of line items, all of which you can edit before saving.
The drafted line items are added to the builder as regular custom lines, so they never create products in your catalog. Line items are always appended to what you already have. If you had already written a title or introduction, the assistant asks you to confirm before replacing them; if those fields were empty, the draft simply fills them in.