Create or edit a quote

1. Create or edit a quote

   This form creates a new customer quote or edits an existing one. The tour goes through each section; the back arrow returns to the quote list without saving.

2. Customer and title

   Search and select the customer by name, company or email, then give the quote a title below. Both are required before you can save.

3. Line items

   Enter a description, quantity and unit price for each line; the line total and the overall total update as you type. Add line adds a row; the trash icon removes one (at least one line stays). Every line needs a description and the total must be above zero.

4. Currency and VAT

   Choose the quote currency and the VAT rate. The note under VAT shows whether prices are treated as VAT included or VAT added on top, following your tax settings.

5. Deposit rate

   The percentage the customer pays up front when accepting the quote. Leave it blank to use your default deposit rate.

6. Validity

   Pick the last day the quote is valid on the calendar. Use the X below the calendar to clear the date.

7. Project and assignee

   Optionally link the quote to an existing project and assign a team member. With no project selected, you can tick the option to create a new project for this quote.

8. Agreements

   Tick the agreement pages the customer must accept when accepting the quote. This section appears only when you have agreement pages.

9. Notes

   Free-text notes for the quote, such as terms or scope details.

10. Save

    Save stores the quote and returns you to the quote list; Cancel leaves without saving. Save stays disabled until the customer, title and valid line items are filled in.