<%= quote ? 'Edit ' + quote.quoteNumber : 'New Quote' %>

<% if (quote) { %>Back to quote →<% } %>

Client

Linked CRM prospect (optional - leave as "None" for a direct lead not in the pipeline) Client name Organization Email Phone Bill-to extra line (e.g. "c/o Agency Name")

The job

Reference line (the "Re:" line under the Bill To block) Project / event date (optional - leave blank if not relevant) Quantity (optional - e.g. number of guests, users, licenses) Quantity label (shown as a "Per X" line on the PDF, e.g. "guest", "user" - only shown if Quantity above is also set)

Line items

Search the catalogue to reuse a saved price, or just type a description for a one-off line. Cost price only needs typing for a brand-new item - pick an existing catalogue item and its cost comes along automatically.

Category	Catalogue item	Description	Qty	Unit	Cost	Sell	Add-on

Inclusions, exclusions & terms

Inclusions

<%- quote && quote.inclusionsText ? quote.inclusionsText : '' %>

Exclusions

<%- quote && quote.exclusionsText ? quote.exclusionsText : '' %>

Terms

<%- quote && quote.termsText ? quote.termsText : '

Quotation valid for ' + settings.quoteValidityDays + ' days from the date above.

' %>

Internal

Internal notes (never shown to the client)

<%- quote && quote.internalNotes ? quote.internalNotes : '' %>

Drafted by (name) Drafted by (email)

Pricing

Currency Agency fee (%) Tax (%) Valid until

Live totals

Subtotal0.00

Agency fee0.00

Tax0.00

Total0.00

Internal cost0.00

Profit0.00 (0%)