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The bottom of the Quote section holds the summary, with the taxes and global discounts, and the payment panel, with the payment schedule and terms shown to your customer.

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Prerequisites

  • The quote is editable
  • Taxes, payment terms, and payment methods exist in Settings › Workspace and, for terms and methods, are added to the quote’s template (Terms tab)

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Taxes

By default, each line uses its product’s tax, shown as Default product tax in the Taxes block.

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Add a sales tax

1

Open Add sales tax

In the summary, click Sales tax.
2

Pick the tax

Select the Tax and click Add.
To replace it later, click the Switch sales tax icon, choose another Tax, and click Switch. Use the delete icon to remove it.

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Add an additional tax

Additional taxes are added on top of the sales tax, for example an eco-tax.
1

Open Add additional tax

Click Additional tax.
2

Fill in the tax

Select the Tax, then enter the Quantity and Value. Click Add.
Click an additional tax to change it in Edit additional tax.
If you switch to a pricebook in another currency, additional taxes that don’t exist in the new currency are removed after a confirmation.

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Payment terms

The payment panel applies to the one-off part of the quote.
1

Choose the payment terms

In Payment Terms (one-off), select one of the terms offered by the template, Custom, or None. Terms set to Always displayed in the template are already selected.
2

Set the first invoicing date

In First invoicing date (one-off), choose Sign day, Delay (a number of days after signature), or Date.
3

Check the schedule

The table lists each installment with its Due Date, Amount excl. tax, Tax, and Amount Due.

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Use custom payment terms

Select Custom (or Update custom to change them). In Custom payment terms (one-off), define the percentage and due date of each installment; the total must equal 100%. Click Save.

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Analytics summaries

The Analytics summaries tabs show the First payment, the Yearly summary (one-time and recurring fees per year), and the Total contract value. Turn on Display first payment, Display yearly summary, or Display total contract value to show them to your customer.

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Customer balance

Use the customer balance to apply a credit or a debit to the first payment, for example a credit note.
  1. In the First payment tab, click Credit / debit.
  2. In Add Credit / Debit, enter a Name, choose the Type (Credit or Debit), and enter the Amount.
  3. Click Add.

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Payment method and specific terms

  • Payment method: select the payment methods offered to the customer, among those of the template. The customer sees “We accept payment via…” in the Dealroom.
  • Specific terms: free text shown to the customer, prefilled from the template’s Default specific terms.
Click Save in the header when you’re done.

Currencies and taxes

Set up the taxes of your workspace

Payment terms

Create payment terms

Payment methods

Create payment methods

Template settings

Default terms and methods in the template’s Terms tab
Last modified on October 27, 2026