Category: Core Features

How to Create a Quote in Custojo | Step-by-Step Guide

How to Create a Quote

Time: 5 minutes Difficulty: Medium Last Updated: 2026-01-15

Learn how to create a professional quote from an opportunity or account. This guide covers adding items, setting prices, and generating PDF quotes.

Overview

This guide shows you how to create a quote that can be converted to a sales order when approved.

Prerequisites

⚠️ Before You Begin: Make sure you have completed these prerequisites.

Prerequisite Status Guide
Account [ ] Complete Create an Account
Contact (for billing) [ ] Complete Create a Contact
Products/Services [ ] Complete Product & Service module must have items

💡 Don't have these yet? Start with How to Create an Account first. You also need products/services available in the Product & Service module.

Step-by-Step

Step 1: Navigate to Quotes

  1. Go to Sales → Quotes
  2. Or create from an Opportunity → Click Create Quote

Step 2: Click Create New

  1. Click + Create button
  2. Or use Create Quote from an opportunity

Step 3: Fill in Quote Details

⚠️ Prerequisite Check: Before filling in fields that reference other items, make sure those items exist. If you see a dropdown with no options, you need to create the prerequisite first.

Required Fields:

Field What to Enter Example Prerequisite
Quote Name Quote identifier Q1-2026-Acme-Software None
Account Select customer account Acme Corporation ⚠️ Required: Create an Account first
Billing Contact Select contact for billing John Smith ⚠️ Required: Create a Contact first
Quote Date Date of quote 2026-01-15 None

💡 Missing dropdowns? If Account or Billing Contact dropdowns are empty, create those items first using the links above.

Optional Fields:

Field Purpose
Opportunity Link to opportunity
Shipping Address Different shipping address
Description Quote notes

Step 4: Add Quote Items

⚠️ Prerequisite: You need products/services available in the Product & Service module. If the product dropdown is empty, contact your admin to add products first.

  1. Click Add Item or + Add Product
  2. Select product/service from dropdown
    • ⚠️ If dropdown is empty: Products need to be added in Product & Service module first
  3. Enter quantity and price
  4. Add discount if applicable
  5. Tax is calculated automatically
  6. Repeat for all items

Example Items:

  • Software License: Qty 10, Price $500 each
  • Support Package: Qty 1, Price $1,000
  • Setup Fee: Qty 1, Price $500

Step 5: Review and Save

  1. Review total amount
  2. Check all items are correct
  3. Click Save

Step 6: Generate PDF (Optional)

  1. Click PDF or Download button
  2. PDF quote is generated
  3. Send to customer

Tips

💡 Best Practice: Create quotes from opportunities to maintain the sales pipeline connection.

💡 Pro Tip: Use the duplicate feature to quickly create similar quotes for different customers.

Next Steps

After creating a quote:

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