This page walks you through the full flow: creating a quote from a template, adding products, and sharing it with a customer through the Dealroom. Time: ~10 minutes What you’ll get: a live quote delivered to a customer’s inbox with a link to sign.Documentation Index
Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
Use this file to discover all available pages before exploring further.
You need at least one Template configured before you can create a quote. If your catalog and templates aren’t set up yet, complete the catalog setup first.
Before you start
You’ll need:- A Template with a Catalog and Pricebook attached
- A customer name and at least one email address to send to
Create a new quote
Open the new quote form
Click New quote at the top right. The New project panel opens.
The panel is titled “New project” because every quote belongs to a project in Qwoty. Qwoty creates the project automatically in the background — you don’t need to manage it separately.
Select or create a customer
In the Customer field, search for an existing customer or click New to create one inline.
Add a primary contact
In the Primary contact field, select the contact you’re addressing the quote to. Click New to add a contact if none exist yet.
Choose a template
Select a Template. The template sets the catalog, pricebook, payment terms, and contract model for this quote. Qwoty fills in the Catalog automatically based on the template you choose.
Select a pricebook
Choose the Pricebook to apply. The pricebook controls which products appear in this quote and at what base price.
Add products
In the quote editor, add products from the catalog attached to your template. Click Add product in the quote body to open the product picker. Search or browse for the product, select a variant if applicable, then confirm the quantity and pricing. Repeat for each product in this quote. Click Save at any point to save your work.Send the quote
Choose your delivery method
The dialog has two tabs:
- Share Dealroom — sends the quote by email and opens it in an interactive Dealroom where the buyer can review, comment, and sign.
- Get link — generates a direct link you can paste or share manually.
Enter the recipient details
Fill in the fields:
| Field | Notes |
|---|---|
| Sender | The name that appears as the quote sender |
| Recipients | One or more buyer email addresses |
| Email subject | Optional — customize the subject line |
| Message | A personal note included in the email body |
| Automatic reminder | Toggle on to send a follow-up if the buyer hasn’t opened within the reminder period |
What happens next
Your customer opens the Dealroom link, views the quote, asks questions, and signs electronically — all in one place. You’ll see their activity in real time from the quote detail view. When the buyer signs, the quote status moves toAccepted and Qwoty generates an Order automatically. No manual steps required.
What’s next
User guide: Quotes
Statuses, approval flows, and managing your quote pipeline.
User guide: Dealroom
What the buyer sees and how to collaborate in the Dealroom.