> For the complete documentation index, see [llms.txt](https://bundus.gitbook.io/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://bundus.gitbook.io/help/quotes/create-a-quote.md).

# Create a quote

Create a quote when a client needs to review and approve prices before you commit the work to a booking.

> **Important:** A quote does not reserve inventory. Inventory availability is committed when the work becomes a booking.

### Create the draft

1. Open **Quotes** from the left menu.
2. Select **New quote**.
3. Search for and select an existing client. You can also enter a new client's name and contact details.
4. Enter the optional **Event name** and **Venue**.
5. Choose the **Start date** and **End date**.
6. Set **Valid until**, or leave it blank to use the default 30-day validity.
7. Add an optional **Customer note**. This note is shown on the quote PDF.
8. Select **Create quote**.

![The New quote panel completed with a client, event details, dates, validity, and customer note](https://1239150628-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0xEFjtRHcsV7HPwU6C74%2Fuploads%2Fgit-blob-7e761a9ceae55129ab82eca36612cbaeb78f6e56%2F01-quote-details.jpg?alt=media)

Bundus creates the quote as a **Draft** and opens its detail page.

### Add quote items

1. Under **Quote items**, select **Add inventory**, **Add service**, **Add custom charge**, or **Add bundle**.
2. Choose the saved item or service when required.
3. Check its description, quantity, unit price, discount, and line total.
4. Repeat these steps until the quote includes everything the client needs.
5. Select **Save lines**.

![A draft quote with one inventory line and one saved service line](https://1239150628-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0xEFjtRHcsV7HPwU6C74%2Fuploads%2Fgit-blob-10b3a5a589b766c583ffa79b5dcb7d666c6a4031%2F02-quote-items.jpg?alt=media)

### Review the price

1. Under **Pricing**, add a quote-level discount or security deposit if needed.
2. Review the subtotal and **Quote total**.
3. Confirm that the page says **Your changes are saved**.
4. Select **Preview PDF** to check the client version before sending it.

![The saved draft quote showing its total and the Preview PDF and Send quote actions](https://1239150628-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0xEFjtRHcsV7HPwU6C74%2Fuploads%2Fgit-blob-5f91a5dca5b9515ba7d714a8ba73f1d2d977e92f%2F03-ready-to-send.jpg?alt=media)

The quote remains a draft until you send it. When it is ready for your client, follow [Send and accept a quote](/help/quotes/send-and-accept-a-quote.md).

### Related guides

* [Add a client](/help/clients/add-a-client.md)
* [Add inventory, services, and charges to a booking](/help/bookings/add-items-and-charges.md)
* [Send and accept a quote](/help/quotes/send-and-accept-a-quote.md)


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