The button stays disabled until the Quote is complete, which includes:

Hover over the disabled button to see a message about why the quote cannot be sent yet.

Click the entity name to the top right of a quote and select your desired entity. If the entity does not exist in the dropdown, you will need to create a new entity by going to Settings > Quoter settings > Billing and clicking the + Create new entity button.

To change the currency for a quote, click the Select currency (dollar icon) beside the total at the bottom of the product table.

Above the products and pricing table when creating a quote or subscription, you can set the contract length (duration) in days, weeks, months, or years.

On any draft quote:

You can add multiple products if needed—each will appear as a separate line item.

First, pick your pricing method:

Once your pricing method is chosen, you can set the number of units and/or edit pricing for the product's line item.

A discount in Turnstile can only reduce a total; it cannot increase it. If you need to charge a customer more than the list price (sometimes referred to as deal premium, price premium, markup above list, or negative discount), edit the product price directly at the line-item level on the quote or subscription, rather than using a discount.

Yes. Anywhere on a draft quote you see an eye icon, you can click it to hide this value from the customer-facing quote.

The Billing frequency setting on a quote, found below the product table, drives the invoicing schedule. For example, a product may cost $100/month on a 1 year contract. With a billing frequency of Monthly, the customer would receive 12 invoices for $100 each. With a billing frequency of Annual, the customer would receive 1 invoice for $1,200 total.

Quote expiration is determined by its Offer valid thru setting. If a quote has not been signed or accepted via checkout prior to the Offer valid thru date, it will become invalid. Turnstile does not allow quotes to be signed after they've expired.

After a quote has expired, you can retract the quote, update the Offer valid thru date, and re-send it.

At the top of a draft quote, change the Service starts setting to Upon agreement, Custom date, or At a milestone.

Once a quote has been sent, it'll need to be retracted before the service start date can be updated.

A deal may not appear in the quote deal dropdown if the deal in your CRM is tied to a different customer. A workaround for this issue is creating the quote in Turnstile and choosing + Create new deal from the dropdown. Once you send the quote, you can return to your CRM and reassign the quote to the intended deal.

If the Review and send button is greyed out, the quote may be missing information. Hover over Review and send to discover what details need to be added to the quote.

Turnstile offers two approaches:

To select a signer other than the default for an individual quote, click the signature name at the bottom of the draft quote and choose from the list of saved signers or create a new signer.

When opening a sent quote, you'll see a Sent status at the top left.

You may also review the quote signing history using the Event history tab at the top right of the quote.

Yes. To resend an unsigned quote, open the quote, click the three-dot menu to the top right, and select Resend customer email.

A quote that hasn't been signed by both parties carries a status of Sent. You'll also see the signature progress for each signer represented as Pending signature or Signed.

You cannot select signers when using checkout page as the acceptance method. If your quote needs to be signed, you must choose e-signature as the acceptance method.

The quote status will be updated to Sent. You can also open the published quote, click the three-dot icon to the top right, and Copy checkout link to preview the checkout page your customer will see.

Yes. If a checkout page hasn't been completed yet, you can open the quote, click the three-dot menu to the top right, and select Retract quote to make edits.

After a quote is retracted, it is in a Draft state; you may edit the quote, and your customer is blocked from checking out. When the updated quote is re-published for checkout, the prior checkout link remains valid to ease your customer's signing process.

It is not possible to cc additional contacts in quote emails. If you would like to include others, choose the Share link quote delivery method. This will allow you to copy a link to the quote that can be sent to anyone who needs it.

When you select Send email as your quote delivery method, the email will be sent from no-reply@tryturnstile.com and have the user's email CC'd so they will be notified if the e-signer responds.

No. It is not possible to change the email address a Turnstile quote email is sent from. If you would like to send your quote from a different email, choose Share link as your quote delivery method and then send the link to your customer from your preferred email.

Test emails are sent from no-reply@tryturnstile.com

If your customer cannot access the quote, the Offer valid thru date may have passed. If so, you will need to retract the quote and extend the Offer valid thru date, then review and send the quote again.

Click the View invoice schedule button at the top right of a draft quote or the Preview invoices button at the bottom of the draft quote.

Once your quote is signed by both parties or your customer completes the checkout page, it becomes a subscription.