# Quoting

freispace can create beautiful and comprehensive quotes and allows for any complete control of your quote design.

## Creating a New Quote[​](#creating-a-new-quote "Direct link to Creating a New Quote")

1. Navigate to the "Quotes" tab
2. Click "New quote" on the top right.

![New quote button in the top right corner of the quotes tab](/assets/images/quotes-new-quote-button-9a6aae71a97c01cbbcee2a215d92e4cf.webp)

## Quote Recipient[​](#quote-recipient "Direct link to Quote Recipient")

Either enter details in the "Recipient" field manually, or click "Select" to choose from your list of clients.

![Recipient field with manual entry option and select button for client list](/assets/images/quotes-recipient-selection-eba9667bbfd77c2db2a0c2d4aec14ffa.webp)

tip

Clients can be used for automating for automating currency changes and pricing variations for "Goods and Services".

## Quote Details[​](#quote-details "Direct link to Quote Details")

1. Amend details on the top right as required.

![Quote details form with editable fields in the top right section](/assets/images/quotes-details-form-2953b9c778cc8e741d96f3305fa86d08.webp)

2. There is a text box for adding details or greetings.
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   The "Snippets" button can used for creating and accessing text templates.

![Text box with snippets button for creating and accessing text templates](/assets/images/quotes-text-snippets-button-b19dbcfa9bcacf5358effe411c1e6660.webp)

3. Use the "Variables" button for adding automated detailed elements such "Date and Time" , "Recipient", "Quote"

![Variables button for inserting automated elements like date, recipient, and quote details](/assets/images/quotes-variables-button-602d47b0ca8cc76ca6947a1ec280e3c8.webp)

## Building your quote - adding line items[​](#building-your-quote---adding-line-items "Direct link to Building your quote - adding line items")

1. Click "Block header" to start a new block of line items.

![Block header button to create new section for organizing line items](/assets/images/quotes-block-header-button-bcc349b0df341856328957aee855f433.jpeg)

2. Click "Add goods/service" to add predefined items from your list of goods and services.

![Add goods and services button for inserting predefined items with pricing](/assets/images/quotes-add-goods-services-714b755522557d1443a1d1cf89715f1c.webp)

tip

Using Predefined "Goods and Services" allows for automating pricing and currency variations based on issuing company, client or client group.

3. Click "Add line item" to enter a custom item.
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   Adjust "unit(s)" and pricing options as required.

![Add line item interface with custom fields for units and pricing options](/assets/images/quotes-add-line-item-8b88bb26765f540f0b6666738879a08e.webp)

4. Click and drag the arrows on the left to rearrange the position of the items within a quote.

![Drag arrows on the left side for reordering quote items by position](/assets/images/quotes-reorder-items-drag-d5064b10b4de6b028113e079c726b99c.jpeg)

5. Add other items such as "Subtotals", "Dividers", "Overall discount/surcharge" as required.

![Options to add subtotals, dividers, and overall discounts or surcharges](/assets/images/quotes-add-subtotals-discounts-4f9c8d4633a7dd38414edf254f6213d2.webp)

6. At the end of the quote is another text box for adding unformatted information. Once again snippets and variables can be used for automated formatting.

![Final text box at quote bottom with snippets and variables support](/assets/images/quotes-final-text-box-eb3acbe57a2f3461f48f4ed876844923.webp)

## Quote Preview[​](#quote-preview "Direct link to Quote Preview")

Activate the "Preview" button for a live view print preview while building.<br /><!-- -->Use the arrows to navigate between pages, and the zoom and refresh buttons as required.

![Preview mode with live print preview and navigation controls](/assets/images/quotes-preview-mode-ce7266419d5295691145b9efd1ec1544.webp)

## Finalize and Distribute[​](#finalize-and-distribute "Direct link to Finalize and Distribute")

When complete click "Finalize" and adjust document options as required.

![Finalize button with document options for completing the quote](/assets/images/quotes-finalize-button-694705397bb2cf501b436720692e9e7e.webp)

Use one of the following options to distribute the final quote:

* "Send" : Email the quote to the recipient directly through freispace
* "Download PDF": Generates a PDF file for distribution
* "Print": For direct printing
* "Save (commit only)": Commit quote, no distribution.

![Quote distribution options including send, download PDF, print, and save](/assets/images/quotes-distribution-options-5485c180d61d8ca725d290be43cd49f9.webp)

tip

Duplicate and edit existing quotes, rather than building each quote from scratch to save time.