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Creating a Quote

Step-by-step for building a new quote — customer details, contract terms, products from forms, quote-level details, save.

Audience: salespeople creating a new quote for a customer. Scope: the New Quote workflow from the moment you click the button to saving a finished Draft. See also: The Quote Lifecycle for what happens after Draft. Sharing a Quote for preview, export, and e-signing.

1. Starting a new quote

From the Quotes page, click New Quote in the top-right. A new empty quote opens in Draft status, ready to be filled in.

The quote view has three blocks at the top — Customer details, Contract term details, and a lifecycle timeline on the right — and a working area below where you pick products from the activated forms.

2. Filling in customer details

Click into the Customer details card to enter:

  • The customer’s organisation (typically pulled from your CRM or selected from existing organisations in Good Sign Billing)

  • The contact person’s name, email, and phone if relevant

  • Any other fields your environment configures here

Customer details flow into the generated quote document and, when the quote is approved, into the auto-created contract on the Billing side.

If you don’t yet know the final customer details, you can still build the quote and fill these in later — but the quote can’t be sent to the customer for approval until they’re complete.

3. Setting contract terms

Click into the Contract term details card to set:

  • Term — for example Auto-renew, Fixed term, or whatever options your admin has configured

  • Contract valid from — the date the contract takes effect when the quote is signed

The contract term affects pricing for recurring products and the renewal behaviour after the term ends.

4. Picking products from forms

The middle section of the quote shows form tabs — for example Group Offerings, SaaS Finara, or whichever forms your admin has activated for you. Each tab is a separate catalogue of products grouped into sections.

Switching tabs swaps which catalogue you see, but the products you’ve added to the quote accumulate in the Added products panel on the right. You can pick from multiple forms in a single quote — for example a SaaS bundle from Group Offerings plus an add-on from another form.

For each product:

  • Click the + next to a product, or set a Quantity in the Add field, to include it in the quote

  • The product’s Amount is the unit price (set by your admin); you can override it within any limits your admin defined

  • Discount is optional — only available for products where your admin has enabled discounts

  • Type is informational — One-time, Recurring, or Usage — and reflects how the product is billed

  • Total updates automatically based on quantity, amount, and discount

Sections within a form (e.g. Plan Package, Plan Extensions) may have selection rules set by your admin — for example “only one product can be chosen” in a section of mutually exclusive plans. The UI will enforce these as you click.

The right-side Added products panel is your live working summary of what’s in the quote across all forms. Treat it as the truth of what the customer will see.

5. Quote-level details

Below the product area, the Offer Details block has:

  • Quote expires — the validity date of the quote (after which it lapses if not accepted). Defaults to a sensible window from today; change it to match your sales conversation

  • Additional notes — free-text field for anything that doesn’t fit into a product line. Appears in the generated quote document

6. Saving and naming the quote

Most fields auto-save as you go — you don’t have to click a “Save” button manually. The quote stays in Draft status until you move it forward through the lifecycle.

To find the quote again later: it appears on your Quotes page under the Drafts tab, with a generated ID (e.g. 1185). You can filter to My quotes on the top-right to see just your own work-in-progress.

7. Tips and common gotchas

Switching form tabs doesn’t lose your work. Products you’ve added stay in the Added products panel even when you switch to a different form’s tab.

A form you expect to see isn’t there. Each form is gated by a user right set by your admin. If a form is missing, ask your admin to verify your access to that specific form — it’s a permission, not a bug.

The customer details card is empty after I filled it. Make sure you saved or clicked away from the field. The auto-save covers most fields but a multi-field card sometimes needs an explicit confirm in the dialog before the values stick.

The product I want isn’t in any form. The product needs to be added to a form by your admin first. If it’s a standard catalogue product that should be available, ask your admin to add it to the relevant form.

8. What’s next

When the quote is ready for the customer to see, move on to Sharing a Quote: Preview, Export, and E-Sign to send it. For an overview of what the workflow looks like after that, see The Quote Lifecycle: from Draft to Closed.