A quote can be created by clicking Create Quote on the homepage or in the sidebar from Quotes > Create Quote. You can also continue editing a draft quote by selecting it from the customer page or selecting All quotes from the sidebar under Quotes.
Quote approval rules are managed separately, under Settings > Approvals, and are not part of this workflow. If your organization uses them, a quote matching a rule needs internal sign-off before it can be sent. See set up approval rules for quotes.
1. Choose your customer and associated deal
Begin typing the Customer Name in the Enter a Customer field to locate the correct customer account - data is being pulled directly from your integrated CRM if you've enabled one.
Confirm the customer details, such as billing address, contact information, and company legal name, are accurate. If any edits need to be made, click the pencil icon next to the address to edit the information in your quote and, optionally, your CRM. If you use the Anrok integration, the customer’s shipping address appears under the billing address and can be edited in the same place. Shipping addresses are not written to your CRM.
Select the Deal with which this Quote should be associated. If there is no existing deal in your CRM, you can click + Create new Deal to auto-create one and write it back to your CRM.
If you're using Turnstile without a CRM integration, you will not see the option to select or create a deal.
Recommendation: Customer information should be pre-configured in your CRM for seamless quoting. If a customer is not listed, select + Add [customer name] to create and write back to your CRM.
2. Select a plan
If you have pre-configured plans, use the dropdown to select a plan. The plan’s associated products, pricing, and terms will then populate the Quote.
If you do not have pre-configured plans or you choose not to use them, select Custom Quote.
3. Select quote expiry
Navigate to Offer valid thru at the top left of the quote and use the date selector to enter the date on which this quote will expire (up to 90 days). Alternatively, select Does not expire.
4. Select start date
Beneath Offer valid thru, click on Service Start Date to select the start date of the term. The start date options are:
Upon agreement: Set the subscription start date to the date that the deal is accepted and closed.
Custom date: Select a specific start date.
At a milestone: The phase starts when a named event is marked complete after signing. Enter a name for the milestone in the Define milestone field; it appears on the quote and on the subscription.
Note: A service date can be set in the past.
5. Select duration
The term duration is defaulted to 1 year. Click on 1 year in the body of the quote to select a different duration.
Select either the End date or the duration of the term:
Select an end date using the calendar.
To set the Duration, select from a list of common values. If you use this option, an end date will be set based on your start date and the duration chosen.
Optional: Click the Set auto-renew button above the product table if you would like this contract to renew automatically once the end date is reached.
6. Choose products and services
Use the Enter Product bar to locate and add products or services to the quote. Begin by typing your product or service name.
If located, you can select the existing product or service from your catalog; the description and list price will populate once you do. You may edit the description of the product or service and/or the quantity and price.
If the product or service does not exist in your catalog and you would like to add it, select + [Enter product] to create and define a new product or service.
Optional: Add a description. Customize the description of your item using rich text.
7. Configure pricing
Click Select pricing type to choose how your product is priced. Learn more about pricing types
If you're using unit pricing, you have the option to show only the total cost. Click Hide unit cost above the column to do so.
Add Discounts to your product (Optional)
To apply a discount to a line item, select the tag icon to the left of the product total. Choose whether you want to enter the percent to discount or the total dollar value to discount and then enter the desired value.
To create a discount as a line item, select the tag icon that says Add discount located beneath the last line item. Enter a name for your discount, the total value of the discount, and the cadence (e.g., one time; per month; per year).
Add usage spend limits (optional)
To set a minimum or maximum on usage charges for a phase, hover over the product table and click the road barrier icon below the last line item, next to the tag icon. Then select Minimum usage spend or Maximum usage spend, and enter the amount and cadence.
Usage spend limits apply only to usage, percentage, and committed usage overage charges. Subscription fees, one-time fees, and committed amounts do not count toward the limit.
Specify the product billing cadence by clicking beneath its specific total on the right. The options are:
Per month
Per quarter
Per 6 months
Per one year
One-time
Important: For flat-rate and subscription products, and for the committed (pre-purchased) amount on committed usage products, billing cadence works together with the quote's billing frequency to structure the invoice schedule.
For usage pricing and the overage portion of committed usage, only the product's own billing cadence determines invoicing on its own. These amounts are always billed in arrears and do not follow the quote's billing frequency.
8. Add phases (Optional)
Phases allow you to break a quote into multiple time periods, each with specific products, entitlements, and pricing. This helps customize pricing structures for customers, such as offering discounts for an initial trial period or adjusting charges over time.
To structure different time periods with unique pricing:
Use the + Phase button above or below the table to add a phase:
Duplicate phase: Copies all products and pricing from the existing phase for easy modification.
Blank phase: Adds an empty phase to customize from scratch.
Edit the new phase as needed:
Adjust product prices (e.g., add discounts for an introductory period).
Example: Offer $1,500 off for the first month and 100% off seat charges.
Modify the Duration or Start Dates for each phase:
Specify durations (e.g., 6 months).
Set explicit start dates (e.g., June 20). Dates automatically adjust to ensure phases are sequential.
At a milestone: the phase starts when a named event is marked complete after signing. Enter a name for the milestone in the Define milestone field; it appears on the quote and on the subscription.
Alternatively, select Upon agreement for undefined dates to be determined at signing.
Use the Enter phase name field to label each phase. Customized names help clarify the purpose or duration of each phase for both internal teams and customers. Example: "Pilot Phase" or "Months 2–7."
Note:
Phases cannot have overlapping time periods; if they do, it will disrupt the invoice schedule
Phases cannot have the same start date
You can create up to 6 phases per quote
9. Set billing frequency
Select the Billing frequency (beneath the product table), which represents how often the customer will be invoiced. Choose from: Monthly, Annual, Quarterly and Semi-Annual
Select Preview invoices to open the Invoicing schedule panel on the right side of your quote
In the Invoice schedule panel, you can click the customize icon to do the following:
Edit/Add invoices in the schedule
Configure proration behavior
See Set and manage invoice proration to configure proration, and How a prorated charge is calculated for how it affects your invoices.
10. Add terms, an invoice schedule, and other content to the quote
Hover over any space in the quote body. A green + Add block button appears.
Click + Add block.
Choose the block to add:
Invoice schedule: Shows the quote’s invoices, grouped by phase, with each issue date and invoice amount. The block updates automatically when you change products, phases, billing frequency, or the custom invoice schedule.
Terms & conditions: Adds terms from your catalog.
Text blocks: Paragraphs, lists, and headings.
Structural blocks: Tables, columns, and page breaks.
To remove a block, select the three-dot menu on the left of the block and select Delete.
Tip: To include the invoice schedule on every quote, add the Invoice schedule block to your quote template.
Optional: Add an attachment
You can choose to add an attachment to the top or bottom of your quote:
To add an attachment before your quote, select Attach a PDF that appears before your quote at the top of the quote.
To attach a PDF that appears after your quote, scroll down to the bottom of the quote and choose Attach PDF that appears after your quote.
Note:
PDF Attachments support multiple pages.
If you'd like to add more than two PDFs, we recommend merging those PDFs outside of Turnstile.
If you send the quote for e-signature, both signers can sign attached PDFs, such as a master services agreement (MSA), in the same signing session as the quote. See our article on add signature and date fields to PDFs attached to a quote for more information.
Review and validate the quote
Once all configurations are complete, click Review and send in the top right corner of the page. This will bring you to the Quote review and send workflow.