Using the Quote Editor

Using the Quote Editor

Customize client information, edit project sections, and preview your quotes using the interactive quote editor interface.

Getting to the Editor: If you need help navigating to the quote editor, see our guide on how to edit a quote which shows you how to access the editor from your dashboard.

1. Quote Editor Overview

The quote editor allows you to modify all aspects of your quote, from client details to project sections and pricing.

2. Enter Client Information

Click the "Client full name" field to start entering client details for the quote.

3. Fill Client Name

Enter the client's full name to personalize the quote.

4. Save Client Details

Click "Save" to store the client information.

5. Navigate Quote Sections

Click to expand the quote sections and view project phases.

6. Edit Project Phase

Click on a project phase (e.g., "Project Kickoff & Requirements Gathering") to edit its details.

7. Update Phase Content

Modify the phase description, deliverables, or other details as needed.

8. Save Changes

Click "Save" to apply your modifications to the project phase.

9. Continue Editing

Navigate to other sections of the quote to make additional changes as needed.

10. Final Save

Click "Save" to ensure all modifications are preserved.

11. Preview Quote

Click "Preview Quote" to see how the final quote will appear to your client.

Tip: Use the preview function regularly while editing to see how changes affect the client-facing quote. You can also use the AI assistant panel for help with content improvements and suggestions.

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Next steps: Learn about publishing and sharing quotes or explore AI assistant features.