Quoting

Create and manage quotes for your customers with products, plans, addons, and discounts.

What is Quoting

Quoting allows you to generate formal price estimates for potential customers before they commit to a subscription. It provides a way to bundle various offerings—including products, plans, and addons—while applying specific discounts to tailor the proposal to the customer’s needs.

---

Creating a Quote

To create a new quote, follow these steps:

1. Navigate to the Quoting section in your dashboard.
2. Click the + New Quote button.
3. Select the Customer or lead you are creating the quote for.

Adding Items to a Quote

You can build a comprehensive quote by adding different components from your catalog:

• Products: Select physical or digital products from your inventory.
• Plans: Choose from your available Base Plans (e.g., Flat, Tiered, or Volume-based).
• Add-ons: Include optional Add-On Plans that complement the main plan.
• Discounts: Apply percentage or flat-rate Discounts to specific items or the entire quote.

---

Managing Quotes

Once a quote is created, you can:

• Preview: View how the quote will appear to the customer.
• Send: Email the quote directly to the customer for approval.
• Convert: Once the customer accepts, easily convert the quote into an active Subscription.

Next steps

• Learn how to Manage Subscriptions once a quote is accepted.
• Explore how to configure Discounts for your quotes.
• Set up your Product Catalog to include more items in your quotes.

Use quotes to streamline your sales process and ensure customers have a clear understanding of costs before onboarding.