Reference
Quote anatomy
The parts of the quote editor: header, sidebar, sections, and totals
Quote lifecycle
Every quote status and how a quote moves between them
Quote sections
Product, plan, and bundle sections, phases, and section settings
Quote list and analytics
Indicators, filters, and row actions of the quote list
Gross margin
How the margin of a quote is calculated
Guides
Create a quote
Start a new quote from a template
Duplicate a quote
Reuse an existing quote as a starting point
Add products and options
Add lines, bundles, and configured products
Build with AI
Turn a file or pasted text into quote lines
Build quote sections
Organize one-off and recurring products into sections and phases
Configure line items
Optional lines, editable quantities, pay-as-you-go, and pricing models
Apply a discount
Line discounts, catalog discounts, global discounts, and markup
Taxes and payment terms
Sales taxes, payment schedules, customer balance, and payment methods
Submit for approval
Request approval when an approval workflow applies
Publish to the Dealroom
Share the quote by email or with a link
Change a quote status
Recall, mark as lost, cancel, or accept a quote