Navigate to the “Quotes” page in the left sidebar and click “Create Quote” button in the right corner. You can also start a new quote from the homepage!

You'll be asked to complete two fields:

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

Click the entity name in the top right corner 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 and click the Create new entity button.

To change the currency for a quote, click the dollar icon beside Total at the bottom of the product table.

Above the products and pricing table on the quote configuration screen, you can set the contract length in any number of months, years, days, etc.

On any Quote in Draft:

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

First, pick your pricing method:

Once your pricing method is chosen, you will be able to edit the prices.

The system supports a range of pricing models, including one-time fees, subscription-based, tiered pricing, and metered or usage-based pricing—ideal for complex, high-volume enterprise quotes.

The Billing frequency, 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 the date by which the quote must be signed or it will cease to be valid. Turnstile does not allow quotes to be signed after the expiration date. After a quote has expired, you may update the expiration date and re-send for signature.

Normally, quote expiration is set between 1 week and 1 month out. However, it is common to be more specific with quote expiration date setting if you are driving urgency for your customer to sign the deal and/or you are approaching end of quarter and offering a special price until that date.

At the top of your quote, change the start date to a fixed date or set to “upon agreement”, where the start date is set to the date the quote is signed on the date the quote is signed.

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:

Once you click "Review and send", Step 2 will allow you to select from two quote delivery options: E-Signature or Checkout

As you review the quote, on Step 2 you will have the option to send via e-signature.

The Quote is sent for signature to your customer and your internal signer. Signing order are configurable prior to sending. You can track what is happening with your quote by clicking Event History in the top right corner of your sent quote page.

Before sending the Quote for signature, you can select who signs the Quote from your company and your customer's company at the bottom of the Quote document.

The available signers at your customer are populated from Contacts in your CRM. If the signer at your customer is not in your CRM, you may add the person in Turnstile, which will be automatically written back to your CRM.

Once you send the Quote, the system will confirm that the quote has been dispatched by updating the status at the top of the Quote screen. You may also review the quote signing history using the Event History tab in the top right of the Quote.

Yes, if a quote hasn't been signed yet, you can retract the Quote and resend it. After a Quote is retracted, it is in a Draft state. In a Draft state, you may edit the Quote and your customer is blocked from signing the Quote.

When a Quote is retracted and then resent, the prior signing link remains valid to ease your customer's signing process.

When sent and neither party has signed it, the status is 'Sent'. When sent and only your customer has signed it, the status is 'Customer signed'.

As you review the quote, Step 2 is where you will select your quote acceptance method as “Checkout page”. You will have the option to select if payment is required for your customer to accept the quote:

Once you have selected, your delivery method, click Next step in the bottom right of the page, then Publish quote.

Turnstile generates a link for your customer to accept the agreement (and provide payment information depending on selection of checkout type).

Turnstile does not send this link to your customer. You must provide this link to your customer (e.g., via email or slack)

Using checkout page, you don't need to select this in Turnstile. Simply send the checkout link to whoever at your customer is best fit to sign the agreement.

The Quote's status will be updated to "Published Checkout". You may also view the customer-facing checkout page before sending the link to your customer.

Yes, if a checkout page hasn't been completed yet, you can Retract Quote to make edits. After a Quote is retracted, it is in a Draft state. In a Draft state, you may edit the Quote and your customer is blocked from checking out.

When a Quote is retracted and then re-published for checkout, the prior checkout link remains valid to ease your customer's signing process.

Currently, it is not possible to cc other contacts when sending quote emails from Turnstile. If you would like to cc others, choose the Share link quote delivery method. This will allow you to copy a link to the quote that you can send to your customer.

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.

Currently, it is not possible to change the email address a Turnstile quote email is sent from. If you would like send your quote from a different email, choose Share link as your quote delivery method.

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

Click the Preview invoices button at the top right of the Quote screen.

Click Preview invoices next to Billing frequency. This will open a panel on the right side. Then click the slider icon in the right corner of the side panel. This will open the Customize invoice schedule window. To add a new invoice click Add invoice in the bottom left of the window.

Products and amounts can be moved between invoices as long as the total contract value is billed. This overrides the billing frequency.

Some limitations exist, in particular on usage items, since the amount is not known until after the period of the usage ends.

Yes. While Turnstile allows you to move around line items and amounts to be invoiced, the total contract value must be assigned to invoices. If you'd like to adjust the amount you bill to your customer, that is best done on the Quote itself.

Once your quote is signed by both parties, it becomes a subscription.

To view a partially signed quote click View & sign quote at the top right of the quote page. You will be brought to the e-sign page and will be able to see the partially signed quote at the bottom of the page.

Once your customer fills out the appropriate information in the checkout page, the quote becomes a subscription.

A Subscription represents the contract as well as subsequent renewals in 2 major respects:

When your quote is signed by both parties, it becomes a subscription.