Create a quote

A quote is a priced offer you send a customer. It starts as a Draft you can freely edit, and only becomes binding once the customer accepts and you convert it to an order.

Create the quote

1. Go to Sales > Quotes and select New quote.
2. Pick the customer. The customer's assigned price level drives default pricing on every line you add.
3. Set the valid-until date, payment terms, and any header notes. These print on the document the customer sees.
4. Select Save. The quote is created in Draft with a generated quote number.

Add line items

1. On the quote, select Add line.
2. Choose a catalog item (its price is resolved automatically from the customer's price level) or enter a custom line and type your own unit price.
3. Set the quantity. The line total, tax, and quote subtotal recompute as you go.
4. Repeat for each line. Drag lines to reorder them; the order is preserved on the printed quote.

Add volume price breaks

For lines where the price drops at higher quantities, add tiers:

1. On a line, open Price breaks and add a tier for each minimum quantity (for example, 1+, 50+, 250+).
2. Each tier carries its own unit price and optional lead time.
3. The customer can compare breaks on the sent quote. One tier is marked selected, the default the order will use.

Send the quote

1. Use Preview to see the exact PDF the customer receives.
2. Select Send. If your quote needs sign-off first, you will be prompted to Submit for review instead, and an approver in your reporting chain is notified. Once approved, send it.
3. The quote moves to Sent. Workcell can email it directly or give you a copy to send yourself.

After it is sent

• When the customer agrees, mark the quote Accepted, then convert it to an order.
• If they decline, mark it Rejected with a reason.
• To change a sent quote, use Revise to create a new editable revision rather than editing the sent copy.

For what each state means and which actions are available in it, see Quote statuses.