> 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/how-to/how-to-generate-a-quote.md). # How to Generate a Quote A quote is the offer you prepare for a client. This guide walks you through the creation wizard and the review screen, where you adjust your margins and leave the offer ready to deliver. > #### 📘 You don’t need your own rate > > If you haven’t created your rate yet, the quote uses the recommended one or the one you have set by default. > > Creating your rate first gives you more control over margins, but it isn’t essential to get started. > > You can find it in [How to create a rate.](/docs-en/go-to-market/how-to/how-to-create-a-rate-card.md) ### Before you begin * Access the admin panel at [admin.plenit.com](https://admin.plenit.com) with permissions over Go to Market. ### Step 1. Open the wizard and fill in the basic details In the panel, go to **Go to Market → Quotes** and click **New Quote**. The window opens **New quote**, which brings together three steps. In **Step 1 of 3 / Basic Data**, fill in: * **Name/Reference**: a name that identifies the quote and makes it easy to find. * **Client name**: who it is addressed to. * **Estimated monthly hours**: the monthly hours used to calculate the cost. You can choose between 730 hours (annual average), 720 (30-day month), or 744 (31-day month). ![Quote basic details](/files/4186e61b68bc9755a3f5990fecf561cf03b5d4cc) > #### 📘 Which estimate to choose > > The recommended option is the annual average (730 hours). Since we bill by the hour, there is a small difference between 30- and 31-day months; with the annual average, your client sees a fixed payment each month and those differences are balanced out at the end of the year. ### Step 2. Choose the services In **Step 2 of 3 / Services**, select the ones you want to include in the offer: **Remote Desktop, Servers, Disaster Recovery, File Storage, Object Storage, Software Licenses** or a **Partner Ad Hoc Service** (to add something of your own that is not in the catalog). You can choose several. Click **Next**. ![Service selection](/files/e55c9884905ea173f7c3e5b311161845d69b8936) ### Step 3. Configure each service In **Step 3 of 3 / Configure Services**, you define the sizing of each chosen service. Depending on the service, you configure the **region** (Madrid or Paris), the **licenses** (concurrent users), the **resources** (CPU and RAM), the **Disk + Backup**, the **network type** (Standard, VPC or L2) and the **IPs** (Public or Direct). You can **add another server** if you need to. ![Service configuration](/files/943ce473f0a86bb3cc4c84596b4584d2cfffb0ab) > #### 📘 The load balancer adds one session > > If you add a load balancer, one concurrent session is automatically added and will appear on the invoice. Keep this in mind when sizing. For a **Partner Ad Hoc Service**, instead of the above you indicate a section title, the frequency, and the items with their price. Once everything is configured, click **Save quote**. ### Step 4. Review, adjust the margin, and finish When you save, the review screen opens (**We're almost there!**). At the top you see the three key figures: **Your cost** (the PVD), **What you are selling it for** (the PVP) and the **Margin** as a percentage. ![Quote review screen](/files/fc90ed40e8f40571fd468ab9f43416cf263f0f63) Below you have the breakdown by subscription, with each line and its columns **Description, Quantity, Unit cost, PVD, Margin, and PVP**. Here you can fine-tune what you sell: * Adjust the **overall margin** with **Edit Margin**, or change the **margin of a specific line** in its column. * Modify the **quantities** if you need to. * Check the totals: **Taxable base**, **Taxes** (the percentage is editable) and **Total**. ![Margin adjustment by line](/files/64c9d2254a20994cf163c8d0b01710aebfd037a6) When the offer is how you want it, you have three options at the top: **Preview** (you see it exactly as your client will, with your branding), **Download** (with its commercial documents), or **Finalize quote**, which saves it and leaves it closed for reference. > #### 👍 You’ve got it saved > > When you finish, the quote stays in your list of **Quotes**, where you’ll see its PVD, its PVP, and its status. From there you can reopen it, download it, or clone it whenever you want. ### Conclusion Generating a quote is a guided process: you fill in the data, choose and size the services, and on the review screen you adjust your margins until the offer looks the way you want. The platform calculates the sale price from your cost and your margin, so at all times you know what you’re earning. Once finalized, it’s ready to preview, download, and deliver to your client. ### Next steps * Learn how to download, preview, and clone in [How to manage your quotes.](/docs-en/go-to-market/how-to/how-to-manage-your-quotes.md) * See all fields in [Quote fields.](/docs-en/go-to-market/details/quote-fields.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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