Deals & Quotes
Create and send a quote to a customer
End-to-end flow from quote record to customer-ready output and Deal Builder.
Last updated 2026-04-12 · Open in app
Start from Quotes → New quote. Fill customer, line items, and terms per your template. Save drafts until you are ready to share.
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End-to-end: New quote → line items → Deal Builder or PDF step → send or mark sent (follow your org approval policy).
Deal Builder and PDFs
Complex pricing and PDF output often flow through Deal Builder when your org uses it. Align with your admin on approval steps before sending externally.
After send
Track status from the quote detail page. Won quotes may link forward to orders depending on your integration setup.
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