Question: How to create a customer quote?

Answer: To help you negotiate with your clients and promote your services and products more easily, you can create customer quotes directly  on your Qonto account.   Unlimited quoting is available for: Smart, Premium, Essential, Business, and Enterprise plans (to find out how to change your current plan,  click here ) For Owners and Admins To access quoting, log into your Qonto account from a desktop device and click on  Invoicing > Quotes  in the navigation bar.   💻  Creating quotes is only available via the web app.     Create a new quote From the  Quotes  section, click on  Create a Quote  at the top right side of your screen.    1. Adding client information   Adding client information to your quote is easy: simply create a new client or select an existing one on your Qonto account. Create a new client ​ If you’re creating a quote on Qonto for the first time, click on  Add a new client  or on the  +  button. - Select if your client is a company or an individual and fill in their details - You have the possibility to set the language in which the customer’s quote will be issued (English, French, Spanish, Italian, or German). - You can select a different currency to issue the customer’s quote and invoices, if not in Euro. - Once you’ve checked the information you have filled in is correct, click  Confirm  to save your client .  Your client will now be saved, and you won’t need to re-enter their details next time.   NB: To comply with rules around invoice language to French clients, we recommend choosing French when creating a client registered in France.    Select an existing client ​ Click on the client that you wish to quote.    2. Creating the quote It’s now time to create your quote. Fill in the necessary fields as indicated on the screen: Issue date  and  Expiry date Quote number Item:  You can add different items that correspond to the products and services that you’re quoting your client for. Every item should contain a title, description (optional), quantity, unit price, VAT rate, and discount (optional).   If you wish to add additional information, you may use the field labeled  Additional notes . This can be useful if you wish to add information such as  payment conditions, sector-specific laws, any deposit requirements, or additional details about the product or service you are quoting for . The additional notes will be reusable for all your subsequent quotes so that you don’t need to fill in the information each time you create a new document.   3. Customising your quotes You can customise your quotes by adding your logo (if you have one), choosing an  issuer email address, and numbering settings  for your documents .   You can click on the  Settings  button at the top of the screen to customize all these aspects.    From here, you can: add your logo in JPEG or PNG (file size shouldn’t exceed 5MB maximum) add  the email address that you would like to display  in your quote. select the numbering method for your quotes. See  this article  for more details on how to manage your document numbering.    ☝️ Important:  Please note that these changes will apply to  all future documents , and can be modified again at any time from the  Settings  page.   No changes will apply to documents that have already been issued.     Sharing your quote You can share your quotes via email.   Select the quote you wish to share, click on  Send quote  and fill in your recipient’s email address. You can add multiple addresses (separated by a comma) and set a custom subject line and message.   To facilitate tracking, you can add yourself in copy of the email by ticking the checkbox at the bottom of the page. When you’re done, click on  Send .     👉Do you want to edit a quote? Or mark a quote as approved or canceled? You can refer to  this article .