> ## 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.

# Send your first quote

> Create a quote from a template, add products, and send it to your first customer.

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.

<Info>
  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](/user-guide/catalog/introduction) first.
</Info>

## 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

<Steps>
  <Step title="Go to Quotes">
    In the left sidebar, click **Project**, then select **Quote**.
  </Step>

  <Step title="Open the new quote form">
    Click **New quote** at the top right. The **New project** panel opens.

    <Note>
      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.
    </Note>
  </Step>

  <Step title="Select or create a customer">
    In the **Customer** field, search for an existing customer or click **New** to create one inline.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Select a pricebook">
    Choose the **Pricebook** to apply. The pricebook controls which products appear in this quote and at what base price.
  </Step>

  <Step title="Create the quote">
    Click **Create**. The quote editor opens with the status set to `Draft`.

    <Check>
      Quote created. You're now in the quote editor.
    </Check>
  </Step>
</Steps>

## 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

<Steps>
  <Step title="Open the Share panel">
    Click **Share** in the top-right toolbar. The **Share new quote** dialog opens.
  </Step>

  <Step title="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.

    Select **Share Dealroom** to deliver by email.
  </Step>

  <Step title="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 |
  </Step>

  <Step title="Send">
    Click **Send quote by email**. Qwoty sends the notification and publishes the Dealroom.

    <Check>
      Quote sent. The status moves to `Published`. Your customer receives an email with a link to their personalized Dealroom.
    </Check>
  </Step>
</Steps>

## 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 to `Accepted` and Qwoty generates an Order automatically. No manual steps required.

## What's next

<CardGroup cols={2}>
  <Card title="User guide: Quotes" icon="file-invoice" href="/user-guide/quotes/introduction">
    Statuses, approval flows, and managing your quote pipeline.
  </Card>

  <Card title="User guide: Dealroom" icon="handshake" href="/user-guide/dealroom/introduction">
    What the buyer sees and how to collaborate in the Dealroom.
  </Card>
</CardGroup>