Quote Elements

In this article, you will see the elements that every quote has and how you can use them.

Here’s what a typical quote looks like:

All elements are grouped into the following logical blocks:

Let’s look at them one by one.

Basic Quote Fields

These fields are pretty standard for any quote:

Field	Description
Subject	The subject line is the quote title. It helps to identify the quote.
Status	The status of the quote. You can read more about the statuses in the Quote Statuses article.
Issue Date	The date when the quote was issued.
Expires	The date when the quote ceases to be relevant.
Quote Currency	The currency of all quote amounts.
Quote Number	The unique quote number. This number is used to identify the specific quote. You can set custom quote numbers, please read the Custom Quote Numbering article for more details.
Client	The quote client.
Quote Layout	The quote layout defines how this quote will look for the client. Please read the Customizing Quote Mockups article for more details.

The quote items with a time-based pricing model. Every time item has the following fields:

Field	Description
Item Description	A description that explains what is quoted in the current item. It could be a work type, like “Back-End Development”. Or employees level, like “Senior Developers”.
Time	The quoted time.
Rate	The hourly rate that is applied to the current quote item.
Amount	The item amount that equals Time × Rate.
Discount and Taxes Options	The discount and taxes options show whether a discount or specific tax is applied to the current quote item. See the Applying Taxes and Discounts article for more details.

Every fixed price item has the following fields:

Field	Description
Item Description	A description that explains what is quoted in the current item.
Amount	The quoted item amount. You can enter a negative amount if required.
Discount and Taxes Options	The discount and taxes options show whether a discount or specific tax is applied to the current quote item. See the Applying Taxes and Discounts article for more details.

The taxes and discounts that are applied to the current quote. Read the Applying Taxes and Discounts article for more details.

Field	Description
Tax or Discount Name	The name of the tax or discount is being applied to the quote.
Percentage	The tax or discount percentage that will be applied to the selected quote items.
Amount	The total amount of the quote discount or tax.

Field	Description
Total	The grand total quoted amount.

The notes that will be visible to the client. You can put here any comment or clarification for the client to add more transparency and clarity.