Writing quotes
Build quotes from price items, text and subtotals, with options, discounts, tax and rich formatting.
- Create a quote Start a quote from scratch or from a template, choose the company and the people it goes to, and add terms, notes, payment terms and private notes.
- Import a quote from Word or PDF Turn a quote made in another tool into a Quoterium draft: AI reads the Word or PDF document and fills in the client, items, prices, tax and terms for you to check.
- Draft a quote with AI Describe the job in a few sentences and AI writes a draft quote from your library's items and prices, with the client, an introduction, priced items, optional extras and a payment schedule, for you to check.
- Price items Add the products and services you are quoting for: headings, descriptions, quantities, units, prices and tax, plus the options in each item's menu.
- Text items and subtotals Use text items for introductions, section headings and longer explanations, and subtotals to total each section of a quote.
- Arrange items and reuse them from the library Reorder, duplicate and delete items, insert items from your library, save items to it, and push changes back to the library.
- Optional, multiple-choice and editable-quantity items Let customers tailor the quote: optional extras they can tick, groups of alternatives to choose from, and quantities they can change.
- Percentage-priced items Price an item as a percentage of the items above it, for example project management at 10%, so it updates whenever those items change.
- Subscriptions and recurring items Quote recurring charges such as monthly support or annual licences: set the period and term, and see how they are totalled separately.
- Discounts, cost and margin Give a discount on a single item or on the whole quote, and record costs to see your markup, margin and profit without the customer seeing them.
- Tax and how customers see prices Choose whether prices include or exclude tax, set tax per item, and decide how much pricing detail the customer sees.
- Formatting, images and attachments Format descriptions, terms and notes with the rich text editor, add and resize images, attach files, and add pictures and documents to items.
- The file library Upload images, PDFs and documents once, such as a brochure, and attach them to any quote. Replace a file to update every quote that uses it.
- Quote settings, dates and expiry What you can change on a quote's Settings tab: currency, tax, price display, document type, quote date, expiry date and owner, and how quote numbers work.
- Smart tags and placeholders Leave fill-in-the-blank smart tags in templates so nothing is sent unfinished, and use placeholders that fill in the customer's name and other details for you.
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