Create a quote

Create the quote

1. Open Quotes in the menu and click Add new.
2. Fill in the sections below. Fields with a star are required.
3. Click Create quote, or Save & Preview to see the quote as your client will.

The quote is saved as Pending. To send it, see Send a quote by e-mail.

The quote

• Project name: what the quote is for. Your client sees it.
• Quote number: type the number you want. Skileo doesn’t number quotes for you.
• Currency: your workspace’s currency is chosen for you.
• Quote date.
• Expiration date: optional. After this day, your client can no longer accept or reject the quote online.

The client

1. Choose the Client in the list. It lists your clients and prospects. To add a new one, click the plus button next to it. See Add a contact.
2. Check the Recipient name and the Recipient e-mail. Choosing the client fills them in when they are empty, from the client’s first contact person or its company e-mail.

The quote is sent to this e-mail address.

Quote items

For each thing you offer, fill in a line:

• Item description: start typing to choose an item you predefined in Settings, Invoice items. It fills in its price and VAT.
• Qty, Unit price and VAT (%).

Click Add more to add a line. Under the lines, choose a discount: No discount, Individual items or The entire quote. The totals update as you type.

Turn on Add general terms and conditions to your quote to print your general terms and conditions on the quote. You write them once in your Organization profile.

For the client

• Quote language: the language the quote is printed in.
• Message: a few words your client reads on the quote. You can have it written or improved with AI. See Write with AI.

More options

Click More options to add:

• Internal note: Internal notes are confidential and are not visible to your client.
• Use international company info: for a client abroad. Each line then gets an International item description, shown to your client.
• Additional documents: Images or PDFs, up to 5 MB each. Your client does not see them. You can add up to 10.

Preview the quote

Click Save & Preview. Skileo saves the quote and shows it in a panel, as your client will see it.

Common questions