A Qwoty quote is composed of several interconnected sections that define what you’re selling, how it’s priced, and how the customer will pay. Understanding the anatomy of a quote helps you build accurate proposals and troubleshoot pricing issues. Every quote inherits its baseline configuration from a Template, but you can customize individual sections for each deal.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.
Core components
A quote consists of six primary sections:- Header: customer information, quote metadata, expiration date, and overall status
- Line items: products, bundles, and services being sold with quantities and pricing
- Pricing logic: discounts, fees, taxes, and pricing model (one-time, recurring, usage-based)
- Payment terms: billing frequency, payment schedule, and installment options
- Summary: totals broken down by pricing model and time period
- Contract variables: dynamic data used to populate the contract document
Quote structure flow
Header section
The header contains identifying information and controls the quote lifecycle.Key header fields
| Field | Description | Source |
|---|---|---|
| Quote number | Unique identifier, auto-generated | System or custom format |
| Customer | Company and contact receiving the quote | Customer record |
| Expiration date | Deadline for customer acceptance | Template default or manual override |
| Status | Current position in quote workflow | System-managed based on actions |
| Owner | Sales rep responsible for the quote | User assignment |
| Currency | Pricing currency for all line items | Template or customer default |
You cannot change the currency after adding line items to a quote.
Custom fields
You can add custom fields to the header to capture deal-specific information like competitor names, deal stage, or internal notes. Custom fields are available as contract variables.Line items section
Line items define what the customer is purchasing. Each line item references a product from the quote’s catalog and applies pricing from the assigned pricebook.Line item attributes
- Product: the catalog item being sold
- Quantity: number of units or licenses
- Pricing model: one-time, recurring (monthly, annual), or usage-based
- Unit price: base price from the pricebook
- Discount: percentage or flat amount reduction
- Net price: final price after discounts and before taxes
Bundles and parent-child relationships
Bundles appear as expandable line items. The bundle acts as a parent with nested child products underneath. You can price the bundle as a whole or price individual components.Pricing logic section
This section calculates the final numbers based on line items, discounts, and additional charges.Pricing components
Discounts
Apply line-level, quote-level, or promotional discounts as percentages or fixed amounts
Fees
Add setup fees, implementation charges, or other one-time costs
Taxes
Calculate sales tax or VAT based on customer location and product tax rules
Ramps
Schedule price increases or decreases over the contract term
Discount hierarchy
Discounts are applied in a specific order:- Line item discount (applied first)
- Bundle discount (if the line item is part of a bundle)
- Quote-level discount (applied last)
Payment terms section
Payment terms define when and how the customer pays. These settings come from the template but can be overridden per quote.Common payment configurations
| Configuration | Use case |
|---|---|
| Due on receipt | Standard B2B invoicing |
| Net 30/60/90 | Payment due X days after invoice |
| Installments | Split payment into multiple scheduled charges |
| Upfront + recurring | Initial setup fee plus ongoing subscription |
| Annual prepay | Customer pays full year in advance |
Summary section
The summary aggregates all pricing components and displays totals broken down by pricing model and time period.Summary breakdowns
- One-time total: all upfront charges including fees, setup, and one-time products
- Recurring total: monthly or annual subscription amounts
- First invoice: what the customer pays initially (one-time + first recurring period)
- Contract value: total value over the entire contract term (TCV)
- Annual contract value: annualized value for multi-year deals (ACV)
Contract variables
Variables are placeholders in your contract template that pull live data from the quote, customer record, and company settings.Variable categories
Quote variables
Quote variables
Reference quote data like
{{quote.total}}, {{quote.number}}, {{quote.start_date}}, or {{quote.end_date}}.Customer variables
Customer variables
Insert customer details like
{{customer.name}}, {{customer.address}}, {{customer.billing_contact}}, or custom fields.Company variables
Company variables
Include your company information like
{{company.name}}, {{company.legal_entity}}, or {{company.support_email}}.Line item variables
Line item variables
Loop through products with
{{#line_items}} to generate dynamic product tables in your contract.Custom field variables
Custom field variables
Use any custom field added to the quote header as a variable in your contract.
Common questions
Can I change the template after creating a quote?
Can I change the template after creating a quote?
No. The template is locked when the quote is created. To use a different template, you must create a new quote. You can clone the existing quote to preserve line items.
What happens to pricing when I change the quantity?
What happens to pricing when I change the quantity?
The unit price remains the same unless volume-based pricing tiers are configured in the pricebook. The net price recalculates automatically based on the new quantity.
Can I add products from multiple catalogs?
Can I add products from multiple catalogs?
No. All line items must come from the single catalog assigned to the quote’s template. To sell cross-catalog products, create a unified catalog or use multiple quotes under the same contract.
How do I see the breakdown of a bundled price?
How do I see the breakdown of a bundled price?
Expand the bundle line item to view child products and their individual prices. The bundle total equals the sum of its components unless you’ve applied a bundle-level discount.
Related
Creating quotes
Step-by-step guide to building your first quote
Quote lifecycle
Understanding quote statuses and workflow
Templates overview
How templates control quote configuration
Contract variables
Complete reference for dynamic contract fields