> For the complete documentation index, see [llms.txt](https://docs.plenit.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.plenit.com/docs-en/go-to-market/details/quote-fields.md). # Quote fields This page collects the fields and options for quotes, as they appear in the panel. To understand what a quote is and how it fits in, see [Budgets.](/docs-en/go-to-market/concepts/quotes.md) ### Creation wizard The wizard **New quote** consists of three steps within the same window: | Step | Fields | | ---------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1 · Basic data | **Name/Reference**, **Customer name** and **Hourly/monthly estimate** (730 annual average hours, 720 for a 30-day month, 744 for a 31-day month). | | 2 · Services | Service selection: Remote Desktop, Servers, Disaster Recovery, File Storage, Object Storage, Software Licenses, and Partner Ad Hoc Service. | | 3 · Configure Services | Configuration of each selected service: region, licenses, resources, disk and backup, networks, IPs, and load balancer; in Ad Hoc, title, frequency, and items. | When finished, click **Save quote**. ### Review screen After saving, the review screen opens, with a summary at the top: | Indicator | Meaning | | --------------------------- | ----------------------------------------------------- | | Status | Quote status, selectable. | | Your cost | The total PVD: what it costs you as a partner. | | What you are selling it for | The total PVP: the price for your customer. | | Margin | The margin percentage, editable with **Edit Margin**. | Below, each subscription shows its lines with these columns: | Column | Description | | ----------- | ---------------------------------------------------------------------------- | | Description | The item or resource (Virtual Server, NVMe/SSD Disk, IPv4 Addressing, etc.). | | Quantity | The units of the item. | | Unit cost | The unit cost (per hour when applicable). | | PVD | The cost to you as a partner. | | Margin | The percentage applied to that line, editable. | | PVP | The resulting sale price. | At the bottom are shown **Tax base**, **Taxes** (editable percentage) and **Total**. ### Quote statuses A quote is created in the status **Draft**. There are also the statuses **Approved** and **Rejected** to reflect the customer's decision. > #### 📘 About the "Sent" status > > The automatic transition to a "Sent" status is not operational for now. Delivery to the customer is done by downloading or previewing the quote. ### Quote menu actions From the (⋮) menu of each quote in the list you have six actions: | Action | What it does | | ----------- | --------------------------------------------------------------- | | Update rate | Changes the rate applied to the quote. | | Edit | Reopens the quote for editing. | | Download | Opens the download screen with its documents. | | Preview | Shows the quote as the customer will see it. | | Clone | Duplicates the quote so it can be reused with another customer. | | Delete | Deletes the quote. | ### Download options The screen **Download quote** includes: | Field / option | Description | | ------------------------------------- | ------------------------------------------------------------------------------- | | Name/Reference, Customer Name, Tax ID | Document header data. | | Documents to download | **Financial quote**, **Contracts** and **Sales presentation** for each service. | | Data Processor Representative | Representative for data protection purposes (dropdown). | | Data Controller Representative | Representative responsible for data protection purposes. | | Show acceptance section | Toggle to include an acceptance section for the financial quote. | | Additional remarks | Free text shown in the acceptance section (for example, payment terms). | If you choose multiple documents, the download is delivered as a single compressed file. ### List columns In **Quotes**, each row shows: **Name/Reference**, **services**, **Customer organization**, **PVD**, **PVP**, **Status** and **Modified**. ### Next steps * Learn how to create one in [How to generate a quote.](/docs-en/go-to-market/how-to/how-to-generate-a-quote.md) * Manage existing ones in [How to manage your quotes.](/docs-en/go-to-market/how-to/how-to-manage-your-quotes.md) * Understand the concept in [Budgets.](/docs-en/go-to-market/concepts/quotes.md) --- # Agent Instructions This documentation is published with GitBook. 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