> 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-manage-your-quotes.md).

# How to Manage Your Quotes

Once a quote has been created, you manage it from its menu in the listing of **Quotes**.

This guide walks through the available actions and, above all, how to download the offer with its commercial documents and how to preview it exactly as your customer will see it.

### Before you begin

* Access the administration panel at [admin.plenit.com](https://admin.plenit.com) with permissions on Go to Market.
* Have at least one quote created. 
* If you don't have one yet, follow [How to generate a quote.](/docs-en/go-to-market/how-to/how-to-generate-a-quote.md)

### Step 1. Open a quote's menu

In **Go to Market → Quotes**, find the quote in the list and click the menu **(⋮)** at the end of its row. Six actions are displayed.

![Quote actions menu](/files/6a93591a9ba9e33585050445a3683ccda0dfae15)

| Action      | What it does                                                    |
| ----------- | --------------------------------------------------------------- |
| Update rate | Changes the rate applied to the quote.                          |
| Edit        | Reopens the quote to modify services, quantities, or margins.   |
| Download    | Opens the screen to generate the quote and its documents.       |
| Preview     | Shows the quote as your customer will see it.                   |
| Clone       | Duplicates the quote so it can be reused with another customer. |
| Delete      | Deletes the quote.                                              |

### Step 2. Download the quote with its documents

When you click **Download** the screen opens **Download quote**. Review the header data (**Name/Reference**, **Customer name** and **Tax ID**) and choose the documents to generate:

* **Financial quote**: the offer with the amounts.
* **Contracts**: custom contracts with your company and customer data.
* **Sales presentation**: the presentation of each included service, with your branding.

![Selection of documents to download](/files/7c3fca430fec1903c4f43e7c1fd7fd1e1a96a9eb)

Complete the data processing details: **Data Processor Representative** and **Data Controller Representative**. 

If you want, enable **Show financial quote acceptance section** and add **Additional notes** (for example, payment terms). Click **Download**.

> #### 📘 A single file
>
> If you select several documents, they are downloaded together in a single compressed file, with descriptive names so you can keep them organized and ready to send.

### Step 3. Preview the customer view

The action **Preview** opens the quote exactly as your customer will see it: with your branding (your logo and details), the customer's details, and the selling prices (PVP). It's a way to check that the offer looks presentable before delivering it. From there you can also **Download** or **Back**.

![Quote preview](/files/4541fc5aa39cf6bdf3d35f848359dfaaa64e770e)

> #### 📘 Your cost is not shown
>
> In the preview and in the documents you deliver, only the PVP appears, the price for your customer. Your cost (PVD) and your margin remain on your side of the panel.

### Step 4. Clone to reuse

When you're going to prepare a similar offer for another customer, use **Clone**: duplicate the quote and then edit and adapt it, instead of starting from scratch. It's the fastest way to scale offers that already work for you.

### Conclusion

The menu for each quote brings together everything you need after creating it: edit it, update its rate, download it with its commercial documents, preview the customer view, clone it, or delete it.

Downloading is the key moment from a sales perspective, because it generates the complete package (quote, contracts, and presentations) with your branding and ready to deliver.

### Next steps

* Check all the fields in [Quote fields.](/docs-en/go-to-market/details/quote-fields.md)
* Review what you'll charge your customers in [How to invoice your customers.](/docs-en/go-to-market/how-to/how-to-bill-your-customers.md)


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