> ## 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.

# Create a quote

> Create a new quote in Qwoty from the quotes list in a few clicks

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.

## Prerequisites

Before creating a quote, ensure your workspace has:

* At least one Template configured
* A Catalog with products
* A Pricebook (price grid)

<Note>
  If you're an Admin, you can configure these in the settings. Contact your Admin if you don't have access.
</Note>

## 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.

## Create a quote

<Steps>
  <Step title="Open the new quote modal">
    Click **New quote** at the top right of the quotes list.
  </Step>

  <Step title="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

    <Tip>
      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.
    </Tip>
  </Step>

  <Step title="Create the quote">
    Click **Create**.
  </Step>
</Steps>

## 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.

<Tip>
  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.
</Tip>

## Related resources

<CardGroup cols={2}>
  <Card title="Edit a quote" icon="pen-to-square" href="/user-guide/quotes/reference/quote-anatomy">
    Add products and configure your quote
  </Card>

  <Card title="Set up a Template" icon="layer-group" href="/user-guide/templates/how-tos/create-quote-template">
    Configure templates for your sales process
  </Card>

  <Card title="Manage Catalogs" icon="books" href="/user-guide/catalog/introduction">
    Create and organize product catalogs
  </Card>

  <Card title="Create a Pricebook" icon="tags" href="/user-guide/catalog/how-tos/create-pricebook">
    Set up price grids for customer segments
  </Card>
</CardGroup>