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Creating a New Quote

This guide walks you through the complete process of creating a new professional quote using TurboQuote. You'll learn how to initiate a quote, set up a company with contact information, and finalize the quote for your client.

What You'll Accomplish​

By the end of this guide, you will have:

  • 🧾 Created a new quote from the TurboDocx home screen
  • 🏢 Added a new company record with industry classification
  • 👤 Set up contact details for the company
  • ✅ Named and submitted your completed quote
Quick Start Promise

Creating your first quote takes just a few minutes. Follow along and you'll have a professional, ready-to-send quote in no time! 🚀


Step 1: Start Creating a New Quote from the Main TurboDocx Home Screen​

Begin the process of creating and sending a new professional quote using TurboQuote. The main options section provides the entry point to initiate this workflow, setting up the workspace to add client details, products, and pricing.

Instruction:

  • Click on the Create a Quote card in the main options section to start building a new quote.

Start creating a new quote from the home screen


Step 2: Initiate Quote Creation from the TurboQuote Quotes List Page​

Access the TurboQuote module directly to begin creating a new quote. This will transition to the quote creation interface where detailed quote information can be provided.

Instruction:

  • Click the + New Quote button located in the top-right toolbar of the quotes page.

Initiate quote creation from the quotes list


Step 3: Open the Add New Menu on the Quote Creation Page​

Access options to add new contacts or related items while building the quote. This menu exposes additional creation flows necessary for completing the quote setup.

Instruction:

  • Click the purple Add New button on the quote page to reveal more creation options.

Open the Add New menu


Step 4: Select New Company from the Add New Dropdown​

Create a new company record to associate with the quote. This ensures the quote is linked to an up-to-date company profile for accurate tracking and communication.

Instruction:

  • Click the New Company option in the dropdown menu under the Add New button.

Select New Company from dropdown


Step 5: Focus the Company Name Field in the Create Company Form​

Begin entering the company's name, which is the primary identifier for the new company record.

Instruction:

  • Click on the Company Name text input field at the top of the Create Company form to activate text entry.

Focus the Company Name field


Step 6: Open Industry Selection Options in Create Company Form​

Access the interface to select an industry or create a new one, specifying the business category associated with the company.

Instruction:

  • Click the icon button at the right side of the Select or create industry... field within the Create Company form.

Open industry selection options


Step 7: Choose an Industry from the Dropdown​

Define the company's industry by selecting the appropriate preset industry from the dropdown list.

Instruction:

  • Click on the desired industry option (e.g. Construction (Default)) in the Industry dropdown list to select it for the company.

Choose industry from dropdown


Step 8: Edit the Contact Name Field in the Create Company Form​

Focus on the primary contact's name field to enter or modify the contact person's full name.

Instruction:

  • Click on the Name text input field under the Contact 1 section in the Create Company form to activate the text cursor.

Focus the contact name field

Enter the contact name


Step 9: Enter the Contact Email Address​

Prepare to enter or update the email address for the primary contact, which is essential for communication related to the quote.

Instruction:

  • Click on the email address text input field under Contact 1 in the Create Company form to focus it for editing.

Enter the contact email address


Step 10: Submit the Create Company Form​

Complete the creation of the new company record along with its associated contact details by submitting the form.

Instruction:

  • Click the Create Company button located at the bottom-right of the modal to submit the form.

Submit the Create Company form


Step 11: Select the Contact Card for the New Quote​

Associate the newly created contact with the quote by selecting their contact card.

Instruction:

  • Click on the contact card labeled with the contact's name to select this contact for the quote.

Select the contact card


Step 12: Submit the Completed Quote​

Finalize and create the new quote record by submitting the detailed quote information after linking company and contact.

Instruction:

  • Click the blue Create Quote button at the bottom-right of the Quote Details dialog to submit and create the quote.

Submit the completed quote


Step 13: Name Your Quote​

Name the quote appropriately to identify it clearly for future reference and client communication.

Instruction:

  • Click on the Quote Name text input field at the top of the Quote Details modal to begin typing the quote name.

Focus the quote name field

Enter the quote name


Summary​

You've successfully created a new quote in TurboQuote! Here's a recap of what you accomplished:

  1. Initiated a new quote from the TurboDocx home screen or TurboQuote quotes list
  2. Created a new company record with industry classification
  3. Added contact details including name and email
  4. Selected the contact for the quote and submitted the final quote

Your quote is now ready for you to add line items, pricing, and any additional details before sending it to your client.

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