Quotes
Branded, priced quotes from your services catalogue, with legal entity and currency.
Quotes produces a branded, priced quote from your services catalogue — with a legal entity, a currency, line items, scope and conditions — as a live link and a PDF.
Quotes are Launch and above.
In this guide
- Getting to the page
- Quote vs proposal
- Creating a quote
- Issuer and legal entity
- Currency
- Line items and totals
- Scope and conditions
- Language
- Publishing and the live link
- Status
- PDF export
- Troubleshooting
1. Getting to the page
Click Quotes in the Tools section, at /client/quotes. The subtitle says where the numbers come from: "Priced from your services catalogue."
2. Quote vs proposal
| Quote | Proposal | |
|---|---|---|
| What it is | A priced offer. | A narrative case. |
| Built from | Your services catalogue. | Your company profile. |
| Carries | Line items, totals, tax, a legal entity, a currency. | Sections, argument, proof. |
| Numbered | Yes. | No. |
| Statuses | Draft · Sent · Accepted | Draft · Published |
Many deals use both: a proposal to win the argument, a quote to price it.
3. Creating a quote
Create Quote has five sections:
| Section | What goes in it |
|---|---|
| Quote language | The language of the generator, the live link and the PDF. |
| Issuer | Which of your legal entities is quoting. |
| Client | Contact name and company. |
| Commercial terms | Currency, validity, payment terms. |
| Quote brief | What is being quoted for, in your own words. |
4. Issuer and legal entity
A quote is issued by a legal entity — the registered company, its address and its tax registration. Accounts trading through more than one entity pick the right one per quote, and the branding, footer and tax treatment follow it.
5. Currency
Set per quote. Line items are priced in it, and totals are calculated in it. On Command, an accepted quote converts to your base currency for Finance reporting.
6. Line items and totals
Line items come from your services catalogue — the same catalogue that backs Payments products — so a price change lands in both places at once.
Each line has a description, a quantity, a unit price and a tax treatment. Totals show net, tax and gross.
7. Scope and conditions
Beyond the prices, a quote carries a scope (what is included, and explicitly what is not) and conditions (validity, payment terms, assumptions). Both are generated from your brief and are editable.
Scope is where quotes are won and disputes are avoided. Edit it.
8. Language
Set the language before generating. It drives the generator, the live link and the PDF, producing a fully translated quote rather than a translated shell.
9. Publishing and the live link
Save Draft keeps it private. Publish puts it at a branded public link. Republish pushes an edit to the same link.
10. Status
| Status | Meaning |
|---|---|
| Draft | Not sent. |
| Sent | Published and shared. |
| Accepted | The client has accepted. |
Marking a quote accepted is what moves the deal on — to a contract, a payment link, or an invoice.
11. PDF export
Download PDF renders the quote as a branded document, in the quote's own language, with the issuing entity's details.
12. Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| The page shows an upgrade screen | Quotes need Launch or above | See Plans & Subscriptions |
| No legal entity to pick | None configured | Contact support to add one |
| Line items have no prices | The services catalogue is empty | Add products in Payments → Products |
| Tax is wrong | The entity's tax registration or the line's tax treatment | Check both |
| The language is wrong | It was set after generating | Set it first and regenerate |
| An accepted quote didn't reach Finance | Finance is Command-only | See the plan comparison |