RepDesk Help

Deals & Quotes

Quotes

Create, edit, and manage quotes from the Quotes module.

Last updated 2026-04-12 2 min readOpen in app

Quotes at https://repdesk.io/quotes is where you create, open, and manage quote records for customers. Start a new one from New quote or open an existing row to review status, line items, and customer-facing outputs your org configured.

(Screenshot — add later: Quotes list with New quote and status columns.)

Create and open quotes#

  • New quote — Opens the create flow; you’ll pick customer / account context and line or template fields per your setup.

  • Existing quote — Click through to the detail page for read-only or editable content depending on status and your role.

For the full path from draft to sending to the customer, see Create and send a quote.

Deal Builder and PDFs#

When your organization uses Deal Builder, complex pricing, margins, kits or tiers, and PDF generation often happen there before a quote is customer-ready.

  • Open Deal Builder from your quote workflow when the UI offers it (wording may be Edit in Deal Builder or similar).

  • Line items, margin at MSRP (or your org’s rules), and approval steps are usually defined there—align with your admin before sending externally.

(Screenshot — add later: Quote detail with link to Deal Builder or line summary.)

Edit and workflow locks#

  • Draft or in-progress quotes may be editable when you have permission.

  • Submitted or approved quotes may be locked so numbers do not change after the customer sees them—rules vary by company.

If you need a change after lock, ask your admin or approver how your org handles revisions or new versions.


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