Insites Docs Instance EcommerceEcommerce QuotesCreating a Quote

Creating a Quote

Last updated on March 28, 2025.

To create a quote:

  1. Navigate to Ecommerce from the main menu.
  2. Select Quotes.
  3. Select CREATE QUOTE.
  4. Fill out the forms on the following tabs. You may refer to their corresponding sections in this article for input requirements and descriptions:
    • Details
    • Items
    • Discounts
    • Contacts
    • Shipping
    • Billing
    • Custom Fields
    • Notes

Details

Use this tab to provide the quote's primary details. Input requirements are displayed below:

Input Label Type Required Description
Quote Reference Input Field No Reference code for the quote.
Quote Date Date Field No Date the quote was issued.
Quote Status Dropdown Field No

Status of the quote. Options include:

  • Open
  • Quote
  • Quote Accepted
  • Quote Sent
  • Quote Amended
  • Quote Rejected
  • Processing
  • On Hold
  • Cancelled
  • Refunded
  • Completed
  • Subscription Active
  • Subscription Cancelled
  • Other
Currency Dropdown Field No The currency used in the quote.
Opportunity Dropdown Field No The pipeline opportunity associated with the quote.
Is Scheduled Toggle No
Recurring Group ID Input Field No
Is Recurring Toggle No
Shipping Instructions Text No Shipping instructions for end users and logistics providers.

Items

This tab allows you to add the following types of items to your quote:

  • Custom Line Item
  • Ecommerce Product

Custom Line Item

The input requirements and descriptions for adding a custom line item are as follows:

Input Label Type Required Description
Item Name Input Field Yes Name of the item.
Item Image Upload Field No Image of the item.
SKU Input Field No SKU of the item.
Quantity Number Field Yes Quantity of the item.
Unit Price Number Field Yes Price of the item.
Fixed Tax Amount Toggle No Enables the application of a fixed tax amount to the transaction. When enabled, the 'Tax Amount' field allows you to enter a specific monetary value (e.g., $5.00) instead of a percentage. This feature is useful when you charge a fixed tax fee regardless of the transaction amount.
Tax(%) Number Field No Tax incurred for the item.
Item Tax Display Field No Displays the tax amount applied to the item.
Item Price Display Field No Displays the price of the item after taxes.
Line Item Tax Display Field No Displays the tax amount applied to the line item.
Line Item Total Display Field No Displays the total amount of the line item.

Ecommerce Product

The input requirements and descriptions for adding an e-commerce product line item are as follows:

Input Label Type Required Description
Product Dropdown Field Yes Product from the list of existing products in the Ecommerce database.
Product UUID Display Field No Universal Unique Identifier (UUID) of the product.
Item Name Input Field Yes Name of the item.
Item Image Upload Field No Image of the item.
SKU Display Field No Stock Keeping Unit (SKU) of the item.
Quantity Number Field Yes Quantity of the item.
Unit Price Number Field Yes Price of the item.
Fixed Tax Amount Toggle No Enables the application of a fixed tax amount to the transaction. When enabled, the 'Tax Amount' field allows you to enter a specific monetary value (e.g., $5.00) instead of a percentage. This feature is useful when you charge a fixed tax fee regardless of the transaction amount.
Tax(%) Number Field No Tax incurred for the item.
Item Tax Display Field No Displays the tax amount applied to the item.
Item Price Display Field No Displays the price of the item after taxes.
Line Item Tax Display Field No Displays the tax amount applied to the line item.
Line Item Total Display Field No Displays the total amount of the line item.

Discounts

Use this tab to add discounts to your quote. These are the types of discounts you can choose from:

  • Custom Discount
  • Ecommerce Discount

Custom Discount

You can add one-time custom discounts to your quote. The input requirements and descriptions for adding a custom discount are as follows:

Input Label Type Required Description
Discount Name Input Field Yes Name of the discount.
Discount Type Dropdown Field Yes

Type of discount. Options include the following:

  • Fixed Amount
  • Percentage
  • Free Shipping
  • Fixed Shipping Discount Amount
  • Percentage Shipping Discount Amount
Discount Value Number Field Yes Monetary value of the discount.

Ecommerce Discount

You can add seasonal or periodic discounts to your quote. The input requirements and descriptions for adding a discount from the standard options. You may refer to LINK Discounts for more information.

Input Label Type Required Description
Discount Dropdown Field Yes

Contacts

Use this tab to add contacts to your quote. You may choose from the following types of contacts:

  • Custom Company
  • CRM Company
  • Custom Contact
  • CRM Contact

Custom Company

You can add a custom company to the contacts list in your quote by disabling the 'Use CRM Company' toggle in the form. The input requirements for adding a custom company to the contacts list in the quote are as follows:

Input Label Type Required Description
Use CRM Company Toggle No Set this toggle to 'Disabled' to add a custom company to the contacts in your quote. 
Company Name Input Field Yes Name of the company.
Email Input Field Yes Email address of the company.
Phone Number (Country Code) Dropdown Field No Country code of the company's phone number.
Phone Number Input Field No Phone number of the company

CRM Company

The input requirements and descriptions for adding a company from the CRM to the quote are as follows:

Input Label Type Required Description
Use CRM Company Toggle No Set this toggle to 'Enabled' to add a company from the CRM to the contacts in your quote.
CRM Company Dropdown Field Yes The company from the CRM to be added to the contacts in the quote.

Custom Contact

You can add a custom contact to the contacts list in your quote by disabling the 'Use CRM Contact' toggle in the form. The input requirements for adding a custom contact to the contacts list in the quote are as follows:

Input Label Type Required Description
Use CRM Contact Toggle No Set this toggle to 'Disabled' to add a custom contact to the contacts in your quote.
First Name Input Field Yes First name of the contact.
Last Name Input Field No Last name of the contact.
Email Input Field No Email address of the contact.
Mobile Phone (Country Code) Dropdown Field No Country code of the contact's mobile phone number.
Mobile Phone Input Field No Mobile phone number of the contact

CRM Contact

The input requirements and descriptions for adding a contact from the CRM to the quote are as follows:

Input Label Type Required Description
Use CRM Contact Toggle No Set this toggle to 'Enabled' to add a contact from the CRM to the contacts in your quote.
CRM Contact Dropdown Field Yes Contact from CRM to be added to the contacts in the quote.

Shipping

Use this tab to add the following types of shipping information to your quote.

  • Shipping Packages
  • Shipping Company
  • Shipping Contact
  • Shipping Address

Shipping Packages

You can add multiple shipping packages to the quote. The input requirements for creating a shipping package are as follows:

Input Label Type Required Description
Package Status Dropdown Field Yes The shipping status of the package. Options include:
Shipping Package Name Input Field Yes Name of the shipping package.
Tracking Code Input Field No Tracking code for the shipping package.
Items Multi - Select Field Yes Items included in the shipping package.
Package Shipping Fee Number Field No Shipping fee for the package.

Shipping Company

You can choose to add one of the following types of shipping companies:

  • Custom shipping company
  • CRM shipping company

You can only add one shipping company to the quote.

Custom shipping company

The input requirements for adding a custom shipping company to your quote are as follows:

Input Label Type Required Description
Use CRM Company Toggle No Set this toggle to 'Disabled' to add a custom shipping company to your quote.
Company Name Input Field Yes Name of the shipping company.
Email Input Field Yes Email address of the shipping company.
Phone Number (Country Code) Dropdown Field No Country code of the shipping company's phone number.
Phone Number Input Field No Shipping company's phone number

CRM shipping company

The input requirements for adding a shipping company to your quote from the CRM is as follows

Input Label Type Required Description
Use CRM Company Toggle No Set this toggle to 'Enabled' to add a shipping company from the CRM to your quote.
CRM Company Dropdown Field Yes Shipping company selected from the CRM database.

Shipping Contact

You can choose to add one of the following types of shipping contacts:

  • Custom shipping contact
  • CRM shipping contact

You can only add one shipping contact to the quote.

Custom shipping contact

The input requirements for adding a custom shipping contact to your quote are as follows:

Input Label Type Required Description
Use CRM Contact Toggle No Set this toggle to 'Disabled' to add a custom shipping contact to your quote.
First Name Input Field No First name of the shipping contact.
Last Name Input Field No Last name of the shipping contact.
Email Input Field Yes Email address of the shipping contact.
Mobile Phone (Country Code) Dropdown Field No Country code of the shipping contact's mobile phone number.
Mobile Phone Input Field No Shipping contact's mobile phone number.

CRM shipping contact

The input requirements for adding a shipping contact from the CRM to your quote are as follows:

Input Label Type Required Description
Use CRM Contact Toggle No Set this toggle to 'Enabled' to add a shipping contact from the CRM to your quote.
CRM Contact Dropdown Field Yes Contact selected from the CRM database.

Shipping Address

You can choose to add one of the following types of shipping addresses:

  • Custom shipping address
  • CRM shipping address

You can only add one shipping address to the quote.

Custom shipping address

The input requirements for adding a custom shipping address to your quote are as follows:

Input Label Type Required Description
Use CRM Address Toggle No Set this toggle to 'Disabled' to add a custom shipping address to your quote.
Search Address Input Field No Search bar for finding an address. Integrating your Instance with Google Maps lets you use the 'Search Address' field to search for a particular address and automatically fill out the form. Please refer to the Google Maps Integration article to learn how to set up Google Maps.
Address 1 Input Field No Shipping address line 1.
Address 2 Input Field No Shipping address line 2.
Address 3 Input Field No Shipping address line 3.
City Input Field No City where the shipping address is located.
County Input Field No County where the shipping address is located.
District Input Field No District where the shipping address is located.
Suburb Input Field No Suburb where the shipping address is located.
State Input Field No State where the shipping address is located.
Country Input Field No Country where the shipping address is located.
Postal Code Input Field No Postal code of the shipping address.
Latitude Input Field No Latitude of the shipping address.
Longitude Input Field No Longitude of the shipping address.

CRM shipping address

The input requirements for adding a shipping address from the CRM to your quote are as follows:

Input Label Type Required Description
Use CRM Address Toggle No Set this toggle to 'Enabled' to add a shipping address from the CRM database to your quote.
CRM Address Dropdown Field No Shipping address selected from the CRM database.

Billing

Use this tab to add the following types of billing information to your quote:

  • Billing Company
  • Billing Contact
  • Billing Address

Billing Company

You can add one of the following types of billing companies:

  • Custom billing company
  • CRM billing company

Custom billing company

The input requirements for adding a custom billing company to your quote are as follows:

Input Label Type Required Description
Use CRM Company Toggle No Set this toggle to 'Disabled' to add a custom billing company to your quote.
Company Name Input Field Yes Name of the billing company.
Email Input Field Yes Email address of the billing company.
Phone Number (Country Code) Dropdown Field No Country code of the billing company's phone number
Phone Number Input Field No Billing company's phone number.

CRM billing company

The input requirements for adding a billing company from the CRM to your quote are as follows:

Input Label Type Required Description
Use CRM Company Toggle No Set this toggle to 'Enabled' to add a company from the CRM as the billing company in your quote.
CRM Company Dropdown Field Yes Company from CRM to be added as the billing company in the quote.

Billing Contact

You can add one of the following types of billing contacts:

  • Custom billing contact
  • CRM billing contact

Custom billing contact

The input requirements for adding a custom billing contact to your quote are as follows:

Input Label Type Required Description
Use CRM Contact Toggle No Set this toggle to 'Disabled' to add a custom billing contact to your quote.
First Name Input Field No First name of the billing contact.
Last Name Input Field No Last name of the billing contact.
Email Input Field Yes Email address of the billing contact.
Mobile Phone (Country Code) Dropdown Field No Country code of the billing contact's mobile phone number.
Mobile Phone Input Field No Billing contact's mobile phone number.

CRM billing contact

The input requirements for adding a billing contact from the CRM to your quote are as follows:

Input Label Type Required Description
Use CRM Contact Toggle No Set this toggle to 'Enabled' to add a billing contact from the CRM.
CRM Contact Dropdown Field Yes Contact from CRM to be added as a billing contact in the quote.

Billing Address

You can add one of the following types of billing addresses:

  • Custom billing address
  • CRM billing address

Custom billing address

The input requirements for adding a custom billing address to your quote are as follows:

Input Label Type Required Description
Use CRM Address No Set this toggle to 'Disabled' to add a custom billing address to your quote.
Search Address No Search bar for finding an address. Integrating your Instance with Google Maps lets you use the 'Search Address' field to search for a particular address and automatically fill out the form. Please refer to the Google Maps Integration article to learn how to set up Google Maps.
Address 1 No Billing address line 1.
Address 2 No Billing address line 2.
Address 3 No Billing address line 3.
City No City where the billing address is located.
County No County where the billing address is located.
District No District where the billing address is located.
Suburb No Suburb where the billing address is located.
State No State where the billing address is located.
Country No Country where the billing address is located.
Postal Code No Postal code of the billing address.
Latitude No Latitude of the billing address.
Longitude No Longitude of the billing address.

CRM billing address

The input requirements for adding a billing contact from the CRM to your quote are as follows:

Input Label Type Required Description
Use CRM Address Toggle No Set this toggle to 'Enabled' to add a billing address from the CRM database to your quote.
CRM Address Dropdown Field No Billing address selected from the CRM database.

Custom Fields

Use this tab to create and manage custom fields. Custom fields store and manage extra information not part of the system's standard data structure and set of fields. These fields allow you to tailor the platform to specific needs by allowing users to capture and organize data unique to their business or use case.

Please refer to the Ecommerce Custom Fields article for more details.

Notes

Use this tab to record notes about the quote.

Input Label Type Required Description
Notes Rich Text Area No Notes about the quote.
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