Why can't I save a quote?

If the Save button stays disabled, the quote is missing something it requires. A standard quote saves only once it has a customer and property, at least one line item, a selection in the Terms and Conditions dropdown, a total that is not negative, a quote validity between 1 and 3650 days, no pending sales-tax lookup or unresolved tax request, and at least one unsaved change. Quotes that use a document template configured without items or pricing do not need a line item or total. They still need customer and property, Terms & Conditions, required custom fields, and an unsaved change. The most common cause is terms and conditions: if your business hasn't set any up, that dropdown is empty and no quote can be saved until one is added.

Where to find it: On the open quote, check the Save button and the Terms and Conditions dropdown

Related guides

• Why can't I edit a quote?
• Why can't I send a quote?
• Add a line item to a quote
• Apply a discount to a quote
• Attach a file to a quote