Creating your first quote
From plain-English request to buyer-ready proposal: how the QuoteMate drafting workflow works.
QuoteMate is built around a simple idea: describe the deal, and the system does the assembly. Here's how a quote goes from request to sent.
Describe the deal
Start a new quote and write what the buyer needs in plain English—for example, "200 units of the pro model, 15% volume discount, net-30 terms, delivery by end of August." QuoteMate matches your description against your catalog and pricing rules and produces a structured draft: line items, quantities, pricing, and terms.
You don't need special syntax. Include whatever commercial details you have; anything ambiguous is flagged for you to confirm rather than guessed.
Review the draft
Every draft shows exactly what was matched and which rules were applied. Check three things before sending:
- Line items — the right products, quantities, and unit prices from your catalog.
- Discounts — anything outside your standard thresholds is flagged and routed for approval automatically.
- Terms — payment terms, validity window, and any required legal language pulled from your templates.
Edit anything directly in the draft. Changes that push the quote outside policy trigger the approval flow rather than silently going out.
Send it
Once the draft is right, send it to the buyer as a polished, on-brand document. The quote is tracked from the moment it leaves—you'll see when it's viewed and where it sits in your pipeline.
Tips for better drafts
- Keep your catalog current; the draft is only as accurate as the catalog behind it.
- Include target pricing or discount intent in your description so the rules engine can validate it immediately.
- Use consistent product names your catalog will recognize—nicknames get flagged for confirmation.
Still stuck? Contact us and we'll help directly.