> ## Documentation Index > Fetch the complete documentation index at: https://docs.techfootintl.com/llms.txt > Use this file to discover all available pages before exploring further. # 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](/billing/pricing-module) (e.g., Flat, Tiered, or Volume-based). * **Add-ons**: Include optional [Add-On Plans](/billing/pricing-module) that complement the main plan. * **Discounts**: Apply percentage or flat-rate [Discounts](/bookspree/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](/billing/subscription) once a quote is accepted. * Explore how to configure [Discounts](/bookspree/discounts) for your quotes. * Set up your [Product Catalog](/billing/package) 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.