Quotes let you create professional pricing proposals for your deals. Each quote includes line items from your product catalog, automatic total calculations, and PDF generation. Quotes are always linked to a deal.
Quotes List
The Quotes page shows all quotes across your organization.
1Navigate to Quotes in the sidebar.
2Use the search bar to find quotes by number, deal, or company.
3Filter by status (Draft, Sent, Accepted, Rejected, Expired).
4Click a quote row to open the quote detail.
Creating a Quote
Quotes are created from within a Deal Workspace, ensuring they're always linked to an opportunity.
1Open a Deal and go to the Quotes tab.
3The quote auto-fills with the deal's contact, company, and payment terms.
4Set the issue date, expiry date, and currency.
5Add line items from your product catalog — select a product, set quantity, unit price, and optional discount.
6RevOrbit calculates the subtotal, tax, and total automatically.
7Add optional notes at the bottom of the quote.
Line Items
Each quote contains one or more line items. Products are pulled from your product catalog with default pricing, but you can override prices per quote.
1Click Add Line Item to add a row.
2Select a product from the dropdown (searches your product catalog).
3The unit price auto-fills from the product but can be edited. Prices support up to 5 decimal places (e.g. 0.75075) for high-quantity per-unit pricing — displayed with 2 decimals unless more precision is entered.
4Set the quantity and optional discount (percentage).
5The line total calculates automatically and rounds to 2 decimals (invoice precision).
6Drag rows to reorder line items.
PDF Generation
Generate professional PDF quotes with your company branding.
1Open a quote and click Generate PDF.
2The PDF opens in a preview window within the app.
3The PDF includes your company logo, quote details, line items, totals, and notes.
4The PDF header shows the Sales Rep name, title, email, and phone under the Valid Until date.
5The address section shows Bill To (partner) and Ship To (customer) columns. If a Reseller is set on the deal, it appears as a third address column.
6Click Download to save the PDF.
Quote Statuses
Track the lifecycle of each quote through its status.
1Draft — Initial state. The quote is being prepared.
2Sent — The quote has been sent to the customer.
3Accepted — The customer has accepted the quote.
4Rejected — The customer declined the quote.
5Expired — The quote passed its expiry date without a response.
Duplicating a Quote
Create a revised version of a quote by duplicating it.
1Open the quote you want to revise.
3A new quote is created with the same line items, pricing, and details.
4Edit the duplicate as needed and save.
The copy's expiry date is recalculated from today, not carried over from the original — so refreshing a stale quote never produces one that is already expired. The copy keeps the original's validity window: a quote written with a 45-day window is still valid 45 days, counted from the day you duplicate it. If the original had no expiry date, the copy has none either. If the original's window can't be determined, the copy falls back to the default validity days in Settings > Quote Settings.
Configure your default currency, tax rates, payment terms, and quote numbering prefix in Settings > Quote Settings before creating your first quote.
