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You can create a quote from the Quotes list, the + quick-create menu, or directly from a customer’s detail panel.

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Step by step

1

Open the new quote form

Click New Quote at the top of the Quotes list, or pick New Quote from the + menu.
2

Choose the customer

Pick from your existing customer list, or click New Customer to add one inline.
3

Set the dates

Job Start and Job End are required. The duration auto-fills based on these dates.
4

Set rental duration unit

The default is Weeks. Switch to Days or Months if needed. Line item rates respect this unit.
5

Add line items

Search inventory, add kits, or add manual lines. See Line items for full detail.
6

Add a deposit (optional)

Tick Security Deposit Required and enter the amount. Deposits are VAT excluded.
7

Set quote validity

Default is 14 days. After this, the quote auto-expires if not accepted.
8

Add notes

Internal notes (your team only) and customer-facing notes (printed on the PDF).
9

Save as draft or send

Save Draft keeps it private. Send to Client moves it to Sent and emails the customer.

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Field reference

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AI quote builder

If you’d rather describe the job in plain English (or Thai), click AI Assist at the top of the new quote form.
1

Describe the job

Example: “3-day shoot in Phuket starting Friday, 4 cameras, 2 lighting kits, 1 audio package, full crew gear.”
2

Review suggested line items

Claude AI matches your description to inventory items and kits. Each suggestion shows quantity, duration, and rate.
3

Edit before saving

You can change any line, remove items, or add more. The AI is a starting point, not the final answer.
Read more in AI Quote Builder.

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Quote numbering

Quotes are numbered automatically in the format QT-YYYY-NNNN:
  • QT — quote prefix (configurable in Settings → Business Settings)
  • YYYY — the year the quote was created
  • NNNN — a sequential number that resets each year, zero-padded to 4 digits
The number is assigned the moment you save the draft. It cannot be changed afterwards.

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Duplicating a quote

If you regularly send similar quotes, duplicate an existing one rather than building from scratch:
1

Open the quote

Click any quote in the list.
2

Choose Duplicate

Click the menu (•••) at the top right and pick Duplicate.
3

Edit the copy

A new draft opens with all line items copied. Update dates, customer, and any line changes.
4

Send

Save or send as usual.
The original quote is unchanged. Duplicates get a new quote number.