> For the complete documentation index, see [llms.txt](https://docs.quotesnap.net/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.quotesnap.net/main-features/quote-management/create-a-quote-manually.md).

# Create a quote manually

Creating a quote manually allows you to personalize quotes for your customers while utilizing tailored customer and product settings. Follow the steps below to create a quote:

### 1. **Access the Create Quote Page**

* Navigate to the **Quote List** page.
* Click on the **Create A Quote** button to begin.

<figure><img src="https://3410637898-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuetVwmH2Z9tlAzaYpPSn%2Fuploads%2FFFnbPToDWQsDpphZsr5e%2FScreenshot%202024-11-25%20at%2015.02.58.png?alt=media&amp;token=523700d2-b23f-4e29-a48e-147345848065" alt=""><figcaption></figcaption></figure>

### 2. **Quote Information**

#### **A. Customer Selection**

A customer must be selected or created to proceed.

1. **Select an Existing Customer**
   * The system automatically displays a list of existing customers from your store.
   * Customer details, such as contact information and shipping address, are automatically populated.
   * Select a customer from this list to associate with the quote.

<figure><img src="https://3410637898-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuetVwmH2Z9tlAzaYpPSn%2Fuploads%2F1pJDCDrKxS7o4RnN3toe%2FScreenshot%202024-11-25%20at%2015.16.26.png?alt=media&amp;token=e1b627f5-2765-4a06-8653-231fceb65689" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3410637898-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuetVwmH2Z9tlAzaYpPSn%2Fuploads%2F5OHNa36HjbUtoKLqiQJv%2FScreenshot%202024-11-25%20at%2015.16.40.png?alt=media&amp;token=bf58afd8-e380-40b6-9319-a7cd6efecd8d" alt=""><figcaption></figcaption></figure>

1. **Create a New Customer**
   * You can create a customer in one of the following formats:
     * **B2B Customer**:
       * Requires detailed information, including:
         * **Contact Information**
         * **Shipping Address**
         * Additional fields such as:
           * Billing Address
           * Location
           * Payment Terms
           * Catalog
   * **DTC Customer**:
     * Requires basic information, including:
       * **Contact Information**
       * **Shipping Address**

<figure><img src="https://3410637898-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuetVwmH2Z9tlAzaYpPSn%2Fuploads%2FfjYdL1AlBAkleoNrmjn9%2FScreenshot%202024-11-25%20at%2015.18.48.png?alt=media&amp;token=dbd8023b-74f5-4709-9b53-aa3004b5dd52" alt=""><figcaption></figcaption></figure>

#### **B. Product Selection**

Add products to the quote based on customer type.

1. **For DTC Customers**
   * Choose products directly from your store’s inventory.
2. **For B2B Customers**
   * Select products from specific catalogs or locations.
   * Apply price rules and quantity breaks relevant to the quote.
3. **Bulk Product Import**
   * Expedite the process by importing product details via an Excel file.

<figure><img src="https://3410637898-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuetVwmH2Z9tlAzaYpPSn%2Fuploads%2FrYJ16eZKEX3MCACYSVFB%2FScreenshot%202024-11-25%20at%2015.20.31.png?alt=media&amp;token=0dcc2500-9e83-4174-8e13-e734c9aff520" alt=""><figcaption></figcaption></figure>

#### **C. Payment Details**

Customize payment-related settings:

* Add **discounts** to include specific price reductions.
* Add **shipping fees** to incorporate delivery charges.

<figure><img src="https://3410637898-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuetVwmH2Z9tlAzaYpPSn%2Fuploads%2Fyht1uW4qXXIblPKYeZMx%2FScreenshot%202024-11-25%20at%2015.21.43.png?alt=media&amp;token=ca1fd724-20cb-4f0a-ad2e-5b840b8ebed8" alt=""><figcaption></figcaption></figure>

### 3. **Finalizing the Quote**

* Once the quote is created, the system will automatically redirect you back to the **Submission List** page.

By following these steps, you can efficiently create personalized quotes for both DTC and B2B customers, ensuring an organized workflow.