> ## 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.

# Quote anatomy

> Understanding the structure and components of a Qwoty quote

{/* AUDIT NOTE: Conceptual reference doc — section names are logical groupings, not exact UI labels. UI panels observed: Customer, General Information, Quote (containing product sections, Taxes, Summary). Summary labels confirmed in app: "One-off total excl. tax.", "Total taxes", "Grand Total". */}

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.

## 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

Each section pulls data from different sources in Qwoty—catalogs, pricebooks, payment term templates, and customer records.

## Quote structure flow

```mermaid theme={null}
graph TD
    A[Template] --> B[Quote Header]
    A --> C[Line Items]
    A --> D[Payment Terms]
    A --> E[Contract Model]
    C --> F[Pricing Logic]
    F --> G[Summary]
    G --> H[Contract Variables]
    B --> H
    D --> H
    
    style A fill:#e3f2fd
    style G fill:#f3e5f5
    style H fill:#fff3e0
```

## 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        |

<Note>
  You cannot change the currency after adding line items to a quote.
</Note>

### 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

<CardGroup cols={2}>
  <Card title="Discounts" icon="percent">
    Apply line-level, quote-level, or promotional discounts as percentages or fixed amounts
  </Card>

  <Card title="Fees" icon="file-invoice-dollar">
    Add setup fees, implementation charges, or other one-time costs
  </Card>

  <Card title="Taxes" icon="receipt">
    Calculate sales tax or VAT based on customer location and product tax rules
  </Card>

  <Card title="Ramps" icon="chart-line">
    Schedule price increases or decreases over the contract term
  </Card>
</CardGroup>

### Discount hierarchy

Discounts are applied in a specific order:

1. Line item discount (applied first)
2. Bundle discount (if the line item is part of a bundle)
3. Quote-level discount (applied last)

Each discount compounds on the result of the previous discount, not the original price.

## 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            |

<Tip>
  Use installments to improve deal velocity for high-value quotes. Customers are more likely to commit when the upfront cost is lower.
</Tip>

## 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)

The summary automatically updates when you modify line items, discounts, or payment terms.

## Contract variables

Variables are placeholders in your contract template that pull live data from the quote, customer record, and company settings.

### Variable categories

<AccordionGroup>
  <Accordion title="Quote variables">
    Reference quote data like `{{quote.total}}`, `{{quote.number}}`, `{{quote.start_date}}`, or `{{quote.end_date}}`.
  </Accordion>

  <Accordion title="Customer variables">
    Insert customer details like `{{customer.name}}`, `{{customer.address}}`, `{{customer.billing_contact}}`, or custom fields.
  </Accordion>

  <Accordion title="Company variables">
    Include your company information like `{{company.name}}`, `{{company.legal_entity}}`, or `{{company.support_email}}`.
  </Accordion>

  <Accordion title="Line item variables">
    Loop through products with `{{#line_items}}` to generate dynamic product tables in your contract.
  </Accordion>

  <Accordion title="Custom field variables">
    Use any custom field added to the quote header as a variable in your contract.
  </Accordion>
</AccordionGroup>

Variables are resolved when you publish the quote and create the Dealroom.

## Common questions

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Creating quotes" icon="file-circle-plus" href="/user-guide/quotes/reference/lifecycle">
    Step-by-step guide to building your first quote
  </Card>

  <Card title="Quote lifecycle" icon="arrow-progress" href="/user-guide/quotes/reference/lifecycle">
    Understanding quote statuses and workflow
  </Card>

  <Card title="Templates overview" icon="layer-group" href="/user-guide/templates/introduction">
    How templates control quote configuration
  </Card>

  <Card title="Contract variables" icon="brackets-curly" href="/user-guide/orders-contracts/how-tos/create-contract">
    Complete reference for dynamic contract fields
  </Card>
</CardGroup>