Creating a quote

A quote is a priced proposal for a job. You build it as a draft, add line items, and send it when it is ready. Your client approves or declines, and an approved quote converts straight into an invoice, so the price you agreed on is the price you bill.

OneTool numbers quotes for you. Your first quote is Q-000001, and each new quote takes the next number automatically.

1. Go to Quotes in the sidebar and click Create Quote.
2. Pick the Client. This is the only required field.
3. Attach a Project if the quote belongs to a specific job.
4. Give the quote a Title, and set a Valid until date if the price has a shelf life.
5. Add a Message to client and any Terms & conditions.
6. Click Create quote. OneTool creates the draft, opens the quote, and puts your cursor in the first line item so you can start typing right away.

Line items are the priced pieces of the job, and you edit them right on the quote in a spreadsheet-style grid. Click any cell and type. The subtotal, discount, tax, and total recalculate live as you go.

1. Fill in the first row: a Description, a Qty, a Unit (like hour), and a Rate. Cost is optional and internal.
2. Press Enter to move down a row. On the last row, Enter adds a new one. The arrow keys move between cells.
3. Add more rows any time with New row at the bottom of the grid.
4. Click SKU on a row to fill its description, unit, rate, and cost from your saved price list.
5. Drag the handle on the left of a row to reorder it, and tick the row checkboxes to duplicate or delete several rows at once.

There is no Save button. Every edit saves on its own, and the marker in the Line Items header reads All changes saved once it lands. If a value cannot be saved, OneTool says so and puts the cell back the way it was.

The footer below the grid holds the pricing controls. Set a Discount in the first field and pick $ or % with the buttons inside it, then set a Tax rate as a percentage in the field below. The totals beside them update as you type, and both save a moment after you stop typing.

The Client view button under those fields opens What the client sees, which controls the columns that print on the client's copy: quantities, unit prices, line totals, and the grand total. Its label shows how many are on, and you can turn off anything you would rather not show, like unit prices on a fixed-price job.

Click Preview Document in the Line Items header to see the client's copy exactly as it will be saved. The preview needs at least one line item. From the preview you can download a copy or click Generate PDF to store it on the quote.

Generate PDF is also in the quote header, and it is available in every status, so you can produce a copy while drafting or after approval. The e-signature flow builds its signature request from the quote's PDF.