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The quote editor opens when you create a quote or click a quote in the list. It has three areas: the header with the actions, the main area with the quote’s sections, and a sidebar. The header shows the quote number and status, and the actions available for the current status:

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Main area

The main area has four collapsible sections.

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Customer

  • Customer and Primary contact: the company and the person the quote is addressed to. Create them inline with New if needed.
  • See billing, shipping and advanced customer details: the Billing (Bill to) and Shipping (Ship to) addresses and contacts. Check Ship to the same address and contact as the billing information. to reuse the billing details.

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General Information

  • Title: the quote title shown to the customer
  • Expiration date: prefilled from the template’s default expiration. It’s informational: quotes don’t expire automatically.
  • Custom fields defined for quotes in the data model
  • Content: content sections built from your content blocks. See Create a content block
  • Attachments: PDF files added here are included in the generated PDF when signing

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Quote

The commercial part of the quote:
  • + Discount and + Markup at the top. See Apply a discount
  • The quote settings (gear icon): Setup Quote with the Catalog, the Pricebook, and Hide price for customer (checkout disable) to show a product table without prices
  • The sections: product sections, plan sections, and their lines. See Quote sections
  • The summary: totals, Taxes, Additional tax, and Global discount
  • The payment panel: payment terms, analytics summaries, customer balance, payment method, and specific terms. See Taxes and payment terms
The header of the Quote section shows three totals: the one-off total, the MRR, and the TCV.

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Contract

Contract sections built from your contract models, with their contract fields (start date, duration, renewal). See Add a contract to a quote.

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Totals

The summary of the Quote section uses these labels: The payment panel also shows First payment, a Yearly summary, and the Total Contract Value. You choose which of them the customer sees with Display first payment, Display yearly summary, and Display total contract value. The sidebar has two tabs. Home:
  • Participants (or Signers and View-only participants): who receives and signs the quote, and the Signature mode. See Configure the signature
  • Email tracking: delivery and opening of the quote emails, once sent. See Email tracking
  • Alerts: whether approval is required and the progress of each approval stage
  • Gross margin: the margin of the quote, when enabled for your organisation. See Gross margin
Settings:
  • Sales *: the quote owner
  • Deal id: the ID of the linked CRM deal
  • ID: the quote’s internal ID (read only)
  • The quote’s Template, Language, Catalog, Pricebook, and Currency

Quote sections

Section types, phases, and section settings

Quote lifecycle

Status flow from Draft to Accepted

Add products and options

Add lines to the quote

Client view

How the customer sees the quote
Last modified on October 27, 2026