> 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/quickstart.md).

# Quick Start

Go to Market is your commercial area within Plenit: the place where you define the price at which you sell Plenit services to your customers and from which you generate the quotes you send them.

This guide takes you through the essential journey to start selling: creating a rate with your margins and generating your first quote.

### The Four Go to Market Tools

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Rates</strong></td><td>You define your prices and margins for Plenit services.</td><td><a href="/pages/72cc84734a83802cad1d549655c5754d3447214f">/pages/72cc84734a83802cad1d549655c5754d3447214f</a></td></tr><tr><td><strong>Quotes</strong></td><td>You prepare offers for your customers, with their price calculated according to your rate.</td><td><a href="/pages/b6c168bd3beb9548ac8630d53c0ea995d04212f0">/pages/b6c168bd3beb9548ac8630d53c0ea995d04212f0</a></td></tr><tr><td><strong>Customer invoicing</strong></td><td>You consult and download the delivery notes derived from each customer's consumption.</td><td><a href="/pages/c425bf985ce7ff80b9f5bb83175a92576089f604">/pages/c425bf985ce7ff80b9f5bb83175a92576089f604</a></td></tr><tr><td><strong>Documentation</strong></td><td>Commercial materials, contracts, and templates ready to use, with your branding.</td><td><a href="/pages/1d29e346f1716e741a623ffa0364f0b73fa8a955">/pages/1d29e346f1716e741a623ffa0364f0b73fa8a955</a></td></tr></tbody></table>

### Before you begin

* Access the administration panel at [admin.plenit.com](https://admin.plenit.com) with permissions for Go to Market.
* Be clear about what margin you want to apply to the price of the services.&#x20;
* In Plenit, the **PVD** is your price as a partner (your cost) and the **RRP** is the final price to your customer; the **margin** is the difference you earn.

### Step 1. Create a rate with your margins

A rate defines the price at which you sell Plenit services to your customers. In the panel, go to **Go to Market → Rates** and click **New Rate**.

Fill in the header:

* **Rate name**: a name that identifies it.
* **Billing period**: **Hourly** or **Monthly**.
* **Default rate**: mark it if you want this to be the one applied by default.

![Header of a new rate](/files/3c89af3dffccb01606c1bb7097a18590a6598771)

Then, in **Configure your margins**, you define how much you earn.&#x20;

You can set a **General Margin** that applies to the entire rate and, if needed, fine-tune the margin by service (Remote Desktop, Servers, etc.) or by specific item.&#x20;

Each line shows its **Description**, the **Minimum billable amount**, the **Quantity**, the **Cost** and the **RRP** result according to the margin you apply.

![Rate margin configuration](/files/694ec98eb0f0be2df5b3bf3b3edcd9ed83e81120)

> #### 📘 How the margin is distributed
>
> The margin has three levels: **general** (applies to the entire rate), **by service** (fine-tunes a specific service, such as Servers) and **by item** (adjusts a single line). Define the general one first and refine only what you need; the most specific overrides the more general.

Save the rate when you have the margins set the way you want. It is now available for use in your quotes.

### Step 2. Generate a quote for your customer

With the rate ready, go to **Go to Market → Quotes** and click **New Quote**.

<figure><img src="/files/5de6c7b38bf36f7a4b8bfc898bc1fe2f8f8c8712" alt=""><figcaption><p>Quote List</p></figcaption></figure>

A three-step wizard opens. There you will need to fill in the different assets you want to include in it. If you want to know how to create your quote from scratch, we leave it in [How to Generate a Quote](/docs-en/go-to-market/how-to/how-to-generate-a-quote.md)

> #### 📘 You don't need your own rate to get started
>
> Creating your rate first gives you control over your margins, but it is not mandatory: if you generate a quote without having created one, the recommended rate or the one you have set as default will be applied. You can adjust margins later.

### Step 3. Deliver the quote to your customer

With the quote saved, from each item's menu you can **preview it** (you see it exactly as your customer will, with your branding and the RRP) and **download it or print it** along with the commercial documents you choose: budget quote, contracts, and presentations.

<figure><img src="/files/a141756a0885da51d495788b8510c83b0d6be2b3" alt=""><figcaption></figcaption></figure>

With that, you already have the offer ready to deliver to your customer.

> #### 📘 The complete step-by-step
>
> The download with its documents, the preview, and the rest of the actions (edit, clone, update rate, delete) are detailed in [How to manage your quotes.](/docs-en/go-to-market/how-to/how-to-manage-your-quotes.md)&#x20;
>
> Later you will be able to compare what was quoted with your customer's actual invoicing.

### Conclusion

In three steps you have your basic commercial operation ready: a rate that defines your margins, a quote that gathers the services you offer your customer with your RRP calculated automatically, and the delivery of the offer with its documents.

From here you can create as many rates and quotes as you need, review what you are going to invoice each customer, and rely on the commercial materials in Documentation.

### Next steps

* Understand the pricing model in depth in [Rates.](/docs-en/go-to-market/concepts/rate-cards.md)
* Learn how to prepare complete offers in [Quotes.](/docs-en/go-to-market/concepts/quotes.md)
* Review what you are going to charge each customer in [Customer Invoicing.](/docs-en/go-to-market/concepts/customer-billing.md)
* Rely on the commercial materials in the [Documentation Center.](/docs-en/go-to-market/concepts/documentation.md)


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