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Quotes are at the heart of your sales activity in Qwoty. You can view all your quotes and create new ones from the quotes list. This guide walks you through creating a new quote and selecting the right template, catalog, and pricebook.

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Prerequisites

Before creating a quote, ensure your workspace has:
  • At least one Template configured
  • A Catalog with products
  • A Pricebook (price grid)
If you’re an Admin, you can configure these in the settings. Contact your Admin if you don’t have access.

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Access the quotes list

Navigate to Project > Quote in the side menu. The list displays all quotes in your workspace with the following columns:
  • Project: Unique identifier in the format QUO-YYYY-NNNN
  • Status: Current state of the quote (Draft, Approved, Published, etc.)
  • Customer: Company name and primary contact
  • Title: Quote name (optional)
  • Created: Date and time of creation
Use the search bar to find a quote by number, customer name, or title. Use the pagination at the bottom to navigate through results.

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Create a quote

1

Open the new quote modal

Click New quote at the top right of the quotes list.
2

Fill in the quote details

In the New project modal, complete the following fields:
  • Customer (optional): Select the customer company from the dropdown
  • Primary contact (optional): Choose the contact associated with the customer
  • Template (required): Select the sales template
  • Catalog (required): Select the product catalog
  • Pricebook (required): Select the applicable pricebook
When you select a Template, the Catalog and Pricebook fields are automatically pre-filled based on the template configuration. You can change them if needed.
3

Create the quote

Click Create.

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What happens next

You’re redirected to the quote editor where you can add products, configure quantities, apply discounts, and build your proposal. The quote is created with a Draft status. It remains in Draft until you submit it for approval or publish it directly to the Dealroom.
You can create a quote without selecting a customer and associate one later. This is useful when preparing a proposal before you have all prospect details.

Edit a quote

Add products and configure your quote

Set up a Template

Configure templates for your sales process

Manage Catalogs

Create and organize product catalogs

Create a Pricebook

Set up price grids for customer segments