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How to edit a quote?

Build your sales proposals with the quote editor

Introduction

The quote editor is the central space where you build your sales proposals. There you add content blocks, organize your products into sections, configure contracts, and prepare your quote to send to the customer.

Access

From Project > Quotes, click on an existing quote or create a new one with the New quote button.

Editor overview

The editor is made up of several areas:

  • Central area : Content blocks, product sections, contracts
  • Left sidebar : Summary of amounts and KPIs
  • Header : Actions (Save, Preview, Submit for approval, Publish)

Manage content blocks

Content blocks allow you to enrich your quote with marketing elements (presentation, arguments, visuals).

Three types of blocks:

  • Preloaded blocks : Automatically added depending on the selected template
  • Available blocks : Blocks configured in your workspace, to be added manually
  • Blank block : Create custom content with the rich editor

For each block, you can:

  • Edit the content with the rich editor (headings, text, images, links)
  • Reorder blocks by drag-and-drop
  • Delete a block

Manage product sections

Products are organized into sections. Each section can contain only one type of product:

  • One-off section (One-off) : Products billed only once. This includes one-off services (onboarding, installation, training), but also manufactured products, consumer goods, or merchandise for the industry and retail sectors.
  • Plan section : Recurring products such as subscriptions or licenses

This separation makes it possible to apply global actions to the section (e.g., change the billing frequency for all recurring products).

💡 Tip : You can create as many sections as needed to organize your quote. For example: a license section, an onboarding section, then another additional license section.

Add a section

Click Add a section and choose the type: One-off or Plan.

Configure a section

Click the section’s ⚙️ icon to access the options:

  • Title : Name the section to structure your quote
  • Type :
    • Standard : Products included by default in the quote
    • Selection : The customer chooses from the products (configure the min/max number of choices)
    • Optional : The entire section is optional; the customer decides whether to include it or not
  • Display :
    • Line : Table display
    • Block : Display as visual cards
  • Show subtotal only : Hides detailed line prices, shows only the section total
  • Metadata : Add custom information

Add and configure products

Add a product

  1. In a section, click Add a product.
  2. Search for and select the product from the catalog.
  3. The product is added to the section with its default price.

Edit a product line

For each line, you can directly edit:

  • Quantity (Qty)
  • Unit price
  • Discount (in % or as an amount)

The Net unit price and the Line total are calculated automatically.

Line options

Click a line’s ⚙️ icon to access advanced options:

  • Optional product : The customer can choose whether or not to include this product
  • Free quantity : The customer can change the quantity in the DealRoom
  • Pay-as-you-go : Enables usage-based billing
  • VAT : Select the applicable VAT rate

Actions on a line

  • ✏️ Edit product details
  • ⚙️ Access options
  • 📋 Duplicate line
  • 🗑️ Delete line

Manage contracts

The Contract section groups the contractual documents associated with the quote.

Preloaded contracts : The contracts configured in the template are automatically added. Some can be marked as Mandatory (required).

Add a contract : Click + contract to add an additional document from those configured in your workspace.

For each contract, configure:

  • Start date : Start date
  • Duration (months) : Duration in months
  • Renewal type : Renewal type (Tacit, etc.)
  • Renewal duration : Renewal duration
  • Prior notice : Required notice
  • Notice duration : Notice duration

All added documents will be presented to the customer in the DealRoom for review and electronic signature (eIDAS level 1 certification).

View the summary

The Summary displays in real time:

  • One-off amount : Total one-off products
  • Recurring amount : MRR (Monthly Recurring Revenue) and/or ARR (Annual Recurring Revenue)
  • Subtotals by section
  • Taxes
  • Grand total

Save and publish

Save

Click Save to save your quote as a Draft. You can come back to it at any time.

Submit for approval

If your quote triggers an approval rule (e.g., amount above a threshold, insufficient margin, discount too high), you must submit it for validation before publishing.

  1. Click Submit for approval.
  2. The quote moves to Pending approval status.
  3. Once approved, you can publish it.
💡 Tip : If no approval rule is triggered, you can publish directly.

Publish

Click Publish to send the quote to the customer. It becomes accessible in the DealRoom where the customer can view it, comment, negotiate, and sign.

Related articles

  • How to view and create a quote?
  • How to configure quote templates?
  • How to configure approval rules?
  • How to use the DealRoom?