Send your first quote
Make a quote from a deal, add products from a price list, check your margin and download the PDF for your customer.
What you will learn
- Create the quote
- Under More, in Revenue, open Quotes and click New quote. Pick the opportunity and a price list; the quote is saved as a draft with its own number.
- Add products
- Open Available products and click Add on each. Set the quantities and any discount; each line shows its total and your margin.
- Send and track it
- Download the customer's PDF, then move the status from Draft to Pending, and to Approved when the customer says yes. Number formats are in Settings, under Counter formats.
Catalog to order
5 lessonsApprox. 10 min
Your progress0%
Related articles
- QuotesBuild quotes from your price lists, watch the margin as you price, and send your customer a PDF or a link.
- Quotes & SamplesBuild margin-first quotes in minutes and follow every sample from request to test result without leaving PromptLab.
- Deal ManagementManage accounts, opportunities, tasks, and pipeline health in one place — with AI-driven updates that eliminate manual data entry.