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Create Premium Quote

Build a polished client quote with pricing, terms, AI-ready proposal copy, and public approval flow.

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Client Profile

Who is this quote prepared for?

Proposal Message

This text appears on the client quote preview.



Pricing Items

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Description
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Unit Price

AI Quote Intelligence

QuoteNow AI will use this quote for proposal writing, conversion scoring, document generation, and invoice automation.

Quote readiness: Premium workflow active

Quote Workflow

Create Quote

Prepare client details, pricing, terms, and service scope.

Step 1
Client Preview

Quote becomes available through a secure public approval link.

Step 2
Convert

Generate proposal document and invoice after approval.

Step 3

Finish

Create the quote and continue to document or invoice generation.