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How to view and create a quote?

Manage your sales proposals and create new quotes in a few clicks

Introduction

Quotes, projects, or commercial proposals are at the heart of your sales activity in Qwoty. From the list of projects and quotes, you can view all your commercial proposals and create new ones in just a few clicks.

Access

Side menu: Project > Quotes

View the list of quotes

The list displays all the quotes in your workspace with the following information:

  • Project number : Unique identifier in the format PROJ-AAAA-XXXX
  • Status : Current state of the quote
  • Customer : Company name and primary contact
  • Title : Quote name (optional)
  • Updated : Date and time of the last modification

Possible statuses

  • Draft : Quote being edited
  • Pending approval : Submitted for validation
  • Changes requested : The approver requested changes
  • Approved : Validated, ready to be published
  • Published : Visible to the customer in the DealRoom
  • Pending signature : Signature in progress
  • Accepted : Signed by the customer
  • Expired : Validity date exceeded
  • Lost : Refused by the customer
  • Cancelled : Manually cancelled

Use the search bar to find a quote by its number, customer, or title. The pagination at the bottom of the page lets you navigate between results.

Create a new quote

✍️ Prerequisite : Before creating a quote, make sure at least one quote template, a catalog, and a price grid are configured in your workspace.
  1. Click New quote at the top right of the list.
  2. In the New project modal, fill in the information:
    • Customer : Select the customer company (optional)
    • Primary contact : Choose the contact associated with the customer (optional)
    • Template * : Select the sales template
    • Catalog * : Product catalog to use
    • Price grid * : Applicable price grid
  3. Click Create.

You are redirected to the quote editor to add your products and configure your proposal.

💡 Tip : When you select a Template, the Catalog and the Price grid are automatically pre-filled based on the template configuration. You can modify them if necessary.
💡 Tip : You can create a quote without a customer and associate it later. Handy for preparing a proposal before having all the prospect's information.

Related articles

  • How to set up a quote template?
  • How to manage product catalogs?
  • How to create a price grid?
  • How to edit a quote?