You need at least one active template with a catalog and a pricebook before you can create a quote. If it isn’t set up yet, follow Create your first template first.
Before you start
You’ll need:- A template with a catalog and a pricebook
- A customer name and at least one email address to send to
Create a new quote
1
Go to Quotes
In the side menu, click Project, then Quote.
2
Open the new quote form
Click New quote at the top right. The New project window opens.
3
Select or create a customer
In the Customer field, search for an existing customer or pick New to create one.
4
Add a primary contact
In the Primary contact field, select the contact you’re addressing the quote to, or pick New to add one. This contact needs an email address to receive the quote.
5
Choose a template
Select a Template. Qwoty fills in the Catalog and Pricebook from the template. If the template offers several pricebooks, choose the one to apply.
6
Create the quote
Click Create. The quote editor opens with the status Draft.
Quote created. You’re now in the quote editor.
Add products
1
Add a section
In the Quote section, click + Product section for one-off products or + Plan section for subscriptions.
2
Pick products
In the Add a line window, search for products, check the ones you want, and click Add (n).
3
Adjust and save
Change quantities or discounts directly in the lines, then click Save.
Send the quote
1
Click Share
Click Share in the top-right toolbar. The quote is published (status Published) and the Share new quote window opens.
If an approval workflow applies to your quote, the header shows Request approval instead of Share. See Submit a quote for approval.
2
Choose your delivery method
The window has two tabs:
- Share Dealroom: Qwoty sends the quote by email with a link to the Dealroom, where the buyer can review and sign it
- Get link: copy the quote link and share it yourself
3
Check the email
4
Send
Click Send quote by email.
Quote sent. Your customer receives an email with a link to their Dealroom.
What happens next
Your customer opens the Dealroom, reviews the quote, accepts the legal agreements, fills in their details, and clicks Proceed to signature. They sign electronically and confirm with a code sent by email. You can follow the email delivery and clicks in the quote’s sidebar. When the signature is complete, the quote status moves to Accepted.What’s next
User guide: Quotes
Statuses, approvals, and managing your quotes.
User guide: Dealroom
What the buyer sees and how they sign.