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You create quotes from the quote list. Each new quote is based on a template, which decides the catalog, pricebook, terms, and signature settings available to you.

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Prerequisites

Before creating a quote, your workspace needs:
  • At least one active template that your team has access to
  • At least one catalog and one pricebook added to that template (template tab Products and prices)
If the template has no pricebook, the Pricebook list in the New project window stays empty and you can’t create the quote. Ask an admin to add a pricebook to the template. See Create a quote template.

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Open the quote list

Click Dashboard or Project › Quote in the side menu. Both show the quote list, with indicators at the top and the following columns:
  • Project: the quote number, generated from the numbering format set in Settings › Workspace › Quote (for example QUO-2026-0074)
  • Status: the current status of the quote (see Quote lifecycle)
  • Customer, Owner, Title, Total, and Created
See Quote list and analytics for the filters and row actions.

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Create the quote

1

Open the New project window

Click New quote at the top right of the list. The New project window opens.
New project window with customer, primary contact, template, catalog, and pricebook
2

Fill in the quote details

  • Customer: select an existing customer, or pick New to create one
  • Primary contact: select the contact the quote is addressed to, or pick New
  • Template *: select the template to use
  • Catalog * and Pricebook *: filled in from the template. When the template offers several catalogs or pricebooks, choose one; the first one of the template is selected by default.
You can create a quote without a customer and add one later in the Customer section of the editor. A customer is required before you can generate a PDF or mark the quote as accepted.
3

Create the quote

Click Create. The quote editor opens and the quote is in Draft status.
To start from an existing quote instead, turn on Duplicate an existing quote at the top of the window. See Duplicate a quote.

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What happens next

In the quote editor, the primary contact is automatically added as a participant. You can now:

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Troubleshooting

The selected template has no pricebook, or none of its pricebooks is linked to the selected catalog. Add a pricebook in the template’s Products and prices tab, then try again.
Only active templates shared with one of your teams appear. A message also warns you when the selected template isn’t available for the selected customer. Ask an admin to check the template Status and Team fields.

Quote anatomy

Find your way around the quote editor

Set up a template

Configure templates for your sales process

Manage catalogs

Create and organize product catalogs

Create a pricebook

Set up price lists for your products
Last modified on October 27, 2026