Every quote starts with the New quote button. You can find it in the header of every page and on each client's page. When the Quotes list is narrowed to one client, the page also has New quote for that client.
Start the quote
- Click New quote.
- Choose Empty quote to start from nothing, or pick one of your templates. Your default template is marked Default.
The quote opens in the editor straight away, with its own number (for example Q-42) and an expiry date based on how many days your quotes are valid for. A quote started from a template copies the template's items, terms, notes, payment schedule and attachments. An empty quote picks up the default terms, notes and payment schedule from Settings → Quote defaults.
When you start a quote from a client's page and the client has a preferred quoting currency, the quote starts in that currency. Otherwise it uses the template's currency, or your default currency for an empty quote. See Quoting in other currencies.
Choose who it is for
- Under Prepared for, type a name or email address and pick the contact.
- If the person is not in Quoterium yet, choose New contact. The full contact form opens with what you typed already filled in. First name, Last name and Email are required (marked REQUIRED); choose their Company / client if they have one, then click Create contact.
The main contact's company becomes the customer and is shown in large type, with the person beneath it. The quote's company always follows its main contact: to change the company, change the contact's company with Edit contact (without leaving the quote), or pick a different contact with Change contact. A main contact with no company makes a quote for that person alone. If Xero is connected, Xero contacts appear in the search too; picking one adds it to Quoterium. See Link clients and contacts to Xero.
To send the quote to more people, use the Add another recipient… box under Also send to. Each recipient gets their own link. A New contact added here starts on the quote's company. The quote itself is addressed to the company and the main contact; the others are listed apart under Also sent to, with their company when it's a different one. Edit contact corrects their details, Make primary makes them the main contact (and the quote follows their company); Remove takes them off the quote.
Private notes saved on the client or contact are copied into the quote's private notes when the quote is created.
Title and details
Click the large title at the top to name the quote. Details shows the date (filled in when you first send), the Valid until date and the owner. Change these on the Settings tab; see Quote settings, dates and expiry.
Content
Add price items, text items and subtotals; see Price items and Text items and subtotals. Below the items you can add:
- + Add terms & conditions and + Add notes: rich text blocks shown at the end of the quote. Their headings can be renamed, and Remove clears them.
- + Add payment terms & milestones: see Payment terms and milestones.
- Private notes: for your team only, never shown to the customer.
- Attachments: files listed at the bottom of the quote. See Formatting, images and attachments.
Saving
The editor saves automatically a moment after each change and shows Saved, Unsaved, Saving… or Not saved; after Not saved, click Try again. There is no Save button. Leaving the page saves any pending changes first.
See also
Last updated 19 October 2026