> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jingjaiops.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Quote

> Build a quote from scratch — fields explained, the AI quote builder, and duplicating an existing quote.

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

## Step by step

<Steps>
  <Step title="Open the new quote form">
    Click **New Quote** at the top of the Quotes list, or pick **New Quote** from the **+** menu.
  </Step>

  <Step title="Choose the customer">
    Pick from your existing customer list, or click **New Customer** to add one inline.
  </Step>

  <Step title="Set the dates">
    **Job Start** and **Job End** are required. The duration auto-fills based on these dates.
  </Step>

  <Step title="Set rental duration unit">
    The default is **Weeks**. Switch to Days or Months if needed. Line item rates respect this unit.
  </Step>

  <Step title="Add line items">
    Search inventory, add kits, or add manual lines. See [Line items](/quotes/line-items) for full detail.
  </Step>

  <Step title="Add a deposit (optional)">
    Tick **Security Deposit Required** and enter the amount. Deposits are VAT excluded.
  </Step>

  <Step title="Set quote validity">
    Default is 14 days. After this, the quote auto-expires if not accepted.
  </Step>

  <Step title="Add notes">
    Internal notes (your team only) and customer-facing notes (printed on the PDF).
  </Step>

  <Step title="Save as draft or send">
    **Save Draft** keeps it private. **Send to Client** moves it to Sent and emails the customer.
  </Step>
</Steps>

## Field reference

| Field                | Required | Notes                                   |
| -------------------- | -------- | --------------------------------------- |
| Customer             | Yes      | Pick existing or create inline          |
| Quote Date           | Yes      | Defaults to today                       |
| Job Start            | Yes      | First day of rental                     |
| Job End              | Yes      | Last day of rental, inclusive           |
| Rental Duration Unit | Yes      | Days, Weeks (default), or Months        |
| Expiry Date          | Yes      | Defaults to today + 14 days             |
| Currency             | Yes      | Defaults to your business setting (THB) |
| VAT Rate             | Yes      | Defaults to your business setting (7%)  |
| Customer Notes       | No       | Printed on the PDF                      |
| Internal Notes       | No       | Your team only                          |
| Security Deposit     | No       | Toggle on, enter amount                 |
| Optional Items       | No       | Add anywhere in line items              |

## 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.

<Steps>
  <Step title="Describe the job">
    Example: "3-day shoot in Phuket starting Friday, 4 cameras, 2 lighting kits, 1 audio package, full crew gear."
  </Step>

  <Step title="Review suggested line items">
    Claude AI matches your description to inventory items and kits. Each suggestion shows quantity, duration, and rate.
  </Step>

  <Step title="Edit before saving">
    You can change any line, remove items, or add more. The AI is a starting point, not the final answer.
  </Step>
</Steps>

Read more in [AI Quote Builder](/ai/quote-builder).

## 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.

## Duplicating a quote

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

<Steps>
  <Step title="Open the quote">
    Click any quote in the list.
  </Step>

  <Step title="Choose Duplicate">
    Click the menu (•••) at the top right and pick **Duplicate**.
  </Step>

  <Step title="Edit the copy">
    A new draft opens with all line items copied. Update dates, customer, and any line changes.
  </Step>

  <Step title="Send">
    Save or send as usual.
  </Step>
</Steps>

The original quote is unchanged. Duplicates get a new quote number.