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A quote starts as a draft that only your team can see. When you send it, the status changes to Sent, and when your customer accepts it, to Accepted. You can attach a quote to a deal so it shows on that deal too.

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Before you start

Each quote needs an account and a contact. If either is not in Pulse yet, you can create it from the quote form. A workspace also needs a quote template before quotes can be sent; Tenant Owners and Workspace Admins set these up in Studio settings under Quote Templates. Tenant Owners, Workspace Admins and Workspace Members can build a quote. Only Tenant Owners and Workspace Admins can send it.

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Create a quote

The New quote form, with the deal, customer and quote terms.
1

Start a quote

Select Quotes, then New Quote.
2

Attach a deal

If the quote belongs to a deal, find it under Deal attachment.
3

Choose the account

Select the Account.
4

Choose the contact

Select the Contact.
5

Check the terms

Valid until is filled in from your Pulse settings; change it if you need to. The currency is your workspace default.
6

Create the draft

Select Create draft & add pricing.
The draft quote now opens. Next, add line items.

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Add line items

The Add line item panel on the Custom tab, with Item name, Description, Quantity and Unit price, the line total, Apply line discount, and the Cancel and Add line buttons.
1

Open the panel

On the draft, select Add line item.
2

Pick the item

On Catalogue, choose a product.
3

Discount the line if needed

Open Apply line discount to reduce this line only.
4

Add it

Select Add line.
The line appears on the draft and the Grand total updates. Next, add a custom line item if you need one.

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Add a custom line item

1

Open the panel

On the draft, select Add line item.
2

Switch to Custom

Select Custom.
3

Name the item

Enter an Item name.
4

Describe it

Enter a Description.
5

Set the quantity

Enter the Quantity.
6

Set the price

Enter the Unit price.
7

Discount the line if needed

Open Apply line discount to reduce this line only.
8

Add it

Select Add line.
The line appears on the draft and the Grand total updates. When the lines are in, send it.

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Discount the whole quote

1

Choose the kind of discount

Under Quote-level discount, choose Percentage or Fixed amount.
2

Enter the amount

Enter the value.
The totals update when you stop typing. Next, check it before it goes.

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Check it before it goes

A draft quote, with Send and Discard draft at the top, the totals below them, the quote lifecycle from Draft to Accepted, the line items with Add line item, and the billing breakdown.
Open the menu next to Discard draft and select Open preview to see the quote as your customer will, or Download PDF for a copy. When it looks right, send it.
Discard draft deletes the draft. You cannot get it back.

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Send it

1

Open the send options

Select Send.
2

Choose how it reaches your customer

Choose Manual to send the PDF yourself, or Hosted link to share a secure link.
3

Download the PDF

If you chose Manual, download the PDF.
4

Send the PDF

If you chose Manual, send the PDF yourself.
5

Confirm you sent it

If you chose Manual, tick the box to confirm you have sent it.
6

Send the quote

Select Send quote.
7

Copy the link

If you chose Hosted link, copy it from the quote page straight away, because Pulse shows the link only once.
8

Share the link

If you chose Hosted link, send it to your customer.
The quote now shows as Sent. If the quote belongs to a deal, you can find it on the deal next.

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Troubleshooting

If sending fails with “No quote template configured for this product/workspace”, ask a Tenant Owner or Workspace Admin to add a quote template in Studio settings under Quote Templates, then send again. If Pulse shows “Before sending” and a list, add what it names, such as a line item, then select Send again. If a discount shows “Discount exceeds discountable base”, lower it to the amount shown or less.