Overview
This article covers the process of creating a customer quote. A quote can be created by clicking Create Quote on the homepage or in the sidebar under Quotes. You can also continue editing a draft quote by selecting it from your customer's page or selecting All quotes from the sidebar under 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.
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.
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.
Recommendation: Customer information should be pre-configured in your CRM for seamless quoting. If a customer is not listed, use the “Create new Customer” 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 will set the subscription start date to the date that the deal is accepted and closed
Today will apply today’s date
Select a date to start the term from the calendar.
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).
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: Each product billing cadence determines how the product is billed in relation to the quote billing frequency which structures the invoice schedule.
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.
Optional: Add products or services for unique to this new phase.
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.
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 right side of your quote
In the Invoice schedule panel you can click the customize icon to do the following:
Edit the invoice delivery method settings
Insert invoice delivery schedule into quote (toggle on/off)
Edit/Add invoices in the schedule
Configuration proration behavior
10. Set Quote Terms and Conditions
Hover over any space in the edit quote page and a green "+ Add block" section will appear, click it to edit or add Terms and Conditions. Your Terms and conditions are located in the catalog.
If you'd like to remove a term block, selecting the 3 dot menu on the left of the term and select “Delete”
Note: + Add block also allows you to add additional text blocks and structural blocks like tables and page breaks to your quote.
Optional: Add an attachment
To add an attachment to your quote, navigate to the top right corner and click "Upload PDF Attachment" then select from the dropdown:
Prepend attachment- place before quote
Append attachment- place after 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
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.