Quotes Overview

Quotes are the heart of Quoteworks. A quote is a professional proposal you build and share with your customer — it includes customer details, product descriptions, images, pricing, and more.

The quotes list

When you open Quoteworks, you'll see your list of quotes in the main area. From here you can:

• Switch between grid and list view using the toggle icons in the top-right corner.
• Filter by status — click All, Drafts, Live, Accepted, or Archived in the sidebar to narrow down what you see.
• Sort quotes — use the sort dropdown to order by last updated, date created, quote name, or customer name.
• Search — type in the search bar to quickly find a quote by name or company.

Each quote card shows key information at a glance: the quote name, customer, total amount, status, and when it was last updated.

Quote statuses

Every quote has a status that tracks where it is in your workflow:

Status	What it means
Draft	You're still working on it. Only you and your team can see it.
Live	The quote has been published and shared with your customer.
Accepted	Your customer has agreed to the quote.
Archived	The quote has been retired and is hidden from the main list.

You can change a quote's status at any time — see Managing Quotes for details.

What's inside a quote

A quote is made up of several sections you can customize:

• Customer details — who the quote is for (learn more).
• Header — a title, subtitle, and description that introduce the quote (learn more).
• Architecture image — a diagram or image showing the system layout (learn more).
• Highlights — a grid of key selling points with icons (learn more).
• Sections and line items — the detailed pricing breakdown (learn more).
• Totals — automatically calculated based on your line items (learn more).

Common actions

From the quote editor, you can:

• Publish and share your quote with a customer.
• Download as PDF for offline sharing.
• Duplicate, archive, or delete quotes.
• Import from a Solution template to save time.