Create and track a quote

Build a first quote

Open CRM → Quotes → New quote. Choose Quick quote for a straightforward quote. The other options use a template, an AI-guided proposal, or a PDF you already have.
In Association, select the Deal and Recipient. Review the owner and check that the correct customer contact is selected.
Enter a title and Valid until date. Add a line item from the catalogue or enter your own. Check quantity, price, VAT treatment and the total before saving.
Select Create to save the quote and assign a quote number. Open Preview to check the PDF. Use Create & send when you are ready to save and open the send panel in one step.

Find the quote and track it

Return to Quotes, search for the customer or quote number, and open the quote’s panel. Activity shows events such as sends, opens, status changes and customer feedback. Updates is for team notes, and Details shows information such as the owner, contact, opportunity and line items.

For a weekly review, use the board’s Filter and save a view for the quotes you need to follow up. Older quotes may require Load more before they appear in the filtered list.