Your First Quote

Let's walk through building and sharing a quote from start to finish. You'll have a professional, shareable proposal ready in just a few minutes.

Step 1: Create a new quote

1. Click the + New Quote button in the top-right corner of the sidebar, or from the quotes list.
2. A blank quote editor opens with a unique quote ID already assigned (something like EC-A3BK7M).

Start from a template

If your team has already created Solutions (reusable templates), you can start from one instead of building from scratch. See Using a Solution.

Step 2: Add customer details

Fill in who the quote is for:

• Company name — your customer's organization.
• Contact name — the person you're sending the quote to.
• Title — their job title (optional).
• Email — their email address (optional, but helpful for your records).
• Date — the quote date. Click Today to auto-fill today's date.
• Logo — optionally upload your customer's company logo to personalize the quote.

Step 3: Customize the header

The header is the first thing your customer sees. You can set:

• Title — a headline for the quote (e.g., "Enterprise Capture System").
• Subtitle — a short tagline or eyebrow text above the title.
• Description — a brief summary of what the quote covers.

Step 4: Add sections and items

This is where you build out the actual pricing:

1. You'll see a default section — give it a name (e.g., "Hardware" or "Software Licenses").
2. Click Add Item to add a line item. For each item, enter:
   • Name — the product or service name.
   • Spec — a short description or specification.
   • Quantity — how many units.
   • Price — the unit price.
   • Billing type — choose from One-Time, Monthly, Annual, Credits, or other options.
3. Add more items as needed. You can also add more sections to organize your quote (e.g., separate sections for "Hardware," "Software," and "Services").

The totals update automatically as you add items.

Step 5: Publish and share

When your quote is ready:

1. Click Publish & Share in the top-right corner.
2. Quoteworks creates a live version of your quote with a unique shareable link.
3. Set a password — your customer will need this password to view the quote. You can copy the password or copy the full share info (link + password) to paste into an email.
4. Send the link and password to your customer.

What your customer sees

When your customer opens the link and enters the password, they see a polished, interactive version of your quote — complete with all the details, images, and pricing you've set up. They can:

• Browse through all sections and items.
• Expand item details to learn more about each product or service.
• Toggle optional items on or off (if you've marked any as client-selectable).
• Download the quote as a PDF.

Next steps

That's the basics! To go deeper, explore:

• Quotes Overview — all the details on what you can do with quotes.
• Solutions — save time by turning quotes into reusable templates.
• Items Library — build a catalog of products and services for quick access.