Build a quote

The quote page is where you add products, set the term and discounts, and see the totals as you go. The header shows the quote number, the customer and the revision.

Add and change lines

  1. Under Add a product, type part of a product's name or code and select it. A product the price list does not carry is greyed out with the reason.
  2. On each line, change the Description and the Quantity.
  3. Choose the Discount: Price list's (the list's own), None, Percent or Amount, then type the value.
  4. Use the arrows to reorder lines, and ✕ to remove one.

Term, trial and totals

  1. Set the Term (months).
  2. Tick Includes a trial and choose the Trial length (days) if the customer tries it first.
  3. The totals update as you work: Monthly, Annual (first year), One-time, Discount (contract), TCV (the total contract value) and the Total with estimated tax.

Terms

Set Expires on, add Notes for the customer, and check the Terms and conditions. New quotes start with your company's default terms.

Save, download and files

  • ASTRO says Unsaved changes. until you select Save. Discard changes goes back to the saved quote.
  • Download PDF gives you the quote as the customer sees it. Save first: the PDF shows the saved quote.
  • Files holds the signed copy and other documents of the quote. E-mails shows what was e-mailed, to whom and when.
  • Changing the Billing entity gives the quote a new number.

When you cannot change it

A quote that was accepted, rejected or has expired is read only: its revisions do not change. To change a Draft or Sent quote that is already with the customer, make a new revision (see Revisions). If your role only reads quotes, the page says so. If someone else saved the quote while you were editing, select Reload the quote.

Related