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Documentation Index

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Quotes are the core output of Qwoty. You build them from templates, configure products, apply pricing, and send them to customers through the Dealroom. This section covers the full quote lifecycle from creation to acceptance.

Reference

Quote anatomy

Understand quote structure, sections, and key fields

Quote lifecycle

Status flow from Draft to Accepted and alternative paths

Pricing and discounts

Apply pricebooks, discounts, and pricing rules

Approval workflows

Configure and manage quote approval processes

Guides

Create a quote

Start a new quote from a template

Configure products

Add and customize products and bundles

Publish to Dealroom

Share your quote with customers

Handle revisions

Create new versions and manage changes

Clone and duplicate

Reuse existing quotes as starting points

Export quotes

Generate PDFs and other formats