> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/revenue/quotes.md). # Quotes Build quote drafts, add pricing and tax details, send quotes for signature, and turn signed quotes into invoices. ## Common tasks * [See and browse all your quotes](/revenue/quotes/see-and-browse-all-your-quotes.md) * [Create a quote](/revenue/quotes/create-a-quote.md) * [Set quote validity and reactivate an expired quote](/revenue/quotes/set-quote-validity-and-reactivate-an-expired-quote.md) * [Add a line item to a quote](/revenue/quotes/add-a-line-item-to-a-quote.md) * [Apply a discount to a quote](/revenue/quotes/apply-a-discount-to-a-quote.md) * [Set terms and conditions on a quote](/revenue/quotes/set-terms-and-conditions-on-a-quote.md) * [Sales tax on a quote](/revenue/quotes/sales-tax-on-a-quote.md) * [Send a quote to a customer](/revenue/quotes/send-a-quote-to-a-customer.md) * [How a customer reviews and signs a quote](/revenue/quotes/how-a-customer-reviews-and-signs-a-quote.md) * [Quote statuses and lifecycle](/revenue/quotes/quote-statuses-and-lifecycle.md) * [Turn a signed quote into an invoice](/revenue/quotes/turn-a-signed-quote-into-an-invoice.md) * [Quote outreach task folders and follow-up](/revenue/quotes/quote-outreach-task-folders-and-follow-up.md) ## All guides * [See and browse all your quotes](/revenue/quotes/see-and-browse-all-your-quotes.md) * [Create a quote](/revenue/quotes/create-a-quote.md) * [Set quote validity and reactivate an expired quote](/revenue/quotes/set-quote-validity-and-reactivate-an-expired-quote.md) * [Add a line item to a quote](/revenue/quotes/add-a-line-item-to-a-quote.md) * [Apply a discount to a quote](/revenue/quotes/apply-a-discount-to-a-quote.md) * [Set terms and conditions on a quote](/revenue/quotes/set-terms-and-conditions-on-a-quote.md) * [Sales tax on a quote](/revenue/quotes/sales-tax-on-a-quote.md) * [Send a quote to a customer](/revenue/quotes/send-a-quote-to-a-customer.md) * [How a customer reviews and signs a quote](/revenue/quotes/how-a-customer-reviews-and-signs-a-quote.md) * [Quote statuses and lifecycle](/revenue/quotes/quote-statuses-and-lifecycle.md) * [Turn a signed quote into an invoice](/revenue/quotes/turn-a-signed-quote-into-an-invoice.md) * [Why can't I save a quote?](/revenue/quotes/why-cant-i-save-a-quote.md) * [Why can't I send a quote?](/revenue/quotes/why-cant-i-send-a-quote.md) * [Why can't I edit a quote?](/revenue/quotes/why-cant-i-edit-a-quote.md) * [Attach a file to a quote](/revenue/quotes/attach-a-file-to-a-quote.md) * [Custom pricing on quote line items](/revenue/quotes/custom-pricing-on-quote-line-items.md) * [Filter quotes by status](/revenue/quotes/filter-quotes-by-status.md) * [Generate a quote draft with AI](/revenue/quotes/generate-a-quote-draft-with-ai.md) * [Void a quote, resend it, or view what the customer sees](/revenue/quotes/void-a-quote-resend-it-or-view-what-the-customer-sees.md) * [Quote outreach task folders and follow-up](/revenue/quotes/quote-outreach-task-folders-and-follow-up.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/revenue/quotes.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.