Creating Your First Quote
Step-by-step guide to building and customising a professional quote.
Create a new quote
Click New Quote from the dashboard or the Quotes list. You'll be taken to the quote builder.
Fill in the basics
Client — Select an existing client or type a name to create a new one on the fly.
Quote number — Auto-generated, but you can customise the format in Settings → Quotes.
Title — A short description of the work (e.g. "Website Redesign — Acme Corp").
Expiry date — Optional. Clients can't accept an expired quote.
Add line items
Each line item has:
- Name — What you're selling
- Description — Optional detail (supports Markdown)
- Quantity
- Unit price
- Tax rate — Applied per item
Click Add item to add more rows. Drag items to reorder them.
Using the item library
Click Add from library to insert items you've saved previously. This saves time when you sell the same products or services repeatedly.
AI line item generation
On the Business plan, you can click Generate with AI and describe the project in plain English. QuoteCrest will suggest a list of line items for you to review and edit.
Add terms & conditions
Scroll to the Terms section and select a template or type your own. Terms can include payment conditions, warranties, and project scope. You can manage templates in Settings → Quotes.
Preview before sending
Click Preview to see exactly what your client will see. The preview reflects all items, totals, and your branding.