--- title: How to Generate a Quote description: In this guide, you'll learn how to generate and save quotes in Pabau. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-generate-a-quote#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Financials](https://support.pabau.com/en/pabau2/financials?hsLang=en) 3. [Quotes](https://support.pabau.com/en/pabau2/financials?hsLang=en#quotes) # How to Generate a Quote ## In this guide, you'll learn how to generate and save quotes in Pabau. #### **Step 1: Navigate to Quotes** [Log in to your Pabau account](https://app.pabau.com/) and in the left sidebar menu, click on More, then select "[Quotes](https://app.pabau.com/money/quotes)" to access the Quotes page.   ![](https://support.pabau.com/hs-fs/hubfs/image-png-Nov-04-2026-12-49-55-1588-PM.png?width=450&height=569&name=image-png-Nov-04-2026-12-49-55-1588-PM.png)   **NOTE:** To manage quotes, ensure you have the necessary quote-related permissions enabled in your user profile under the [Team](https://app.pabau.com/team/users) feature, within the Money permissions group. #### **Step 2: Create a Quote** On the Quotes page, you can view existing quotes, or create new ones by clicking on "Create Quote" in the top right corner.   ![create - quote - button](https://support.pabau.com/hs-fs/hubfs/Quotes%20(New%20UI)/create%20-%20quote%20-%20button.jpg?width=619&height=222&name=create%20-%20quote%20-%20button.jpg) The quote creation process has five steps, starting with selecting the client or lead. If you're creating a quote for a client, you can also choose the appointment this quote is related to.  ![search-client-quote](https://support.pabau.com/hs-fs/hubfs/Quotes%20(New%20UI)/search-client-quote.jpg?width=585&height=409&name=search-client-quote.jpg) You can also start the quote creation process from: - The client card of the client you wish to create a quote for: ![create-quote-new-client-card](https://support.pabau.com/hs-fs/hubfs/Quotes%20(New%20UI)/create-quote-new-client-card.jpg?width=439&height=207&name=create-quote-new-client-card.jpg) - The appointment context menu for an existing appointment in the calendar: ![calendar-create-quote](https://support.pabau.com/hs-fs/hubfs/Quotes%20(New%20UI)/calendar-create-quote.jpg?width=281&height=272&name=calendar-create-quote.jpg) Complete the quote template by moving to the next steps by clicking on "Next" in the top right corner. In the "Details" section, select a quote template, enter the quote name, and choose the quote owner. If the quote is linked to an appointment from the previous step, the location will be locked; otherwise, you can select it manually. The expiration date is automatically calculated based on the duration you choose (e.g., selecting three months will set the expiration date three months from the creation date). #### **Which expiry periods can I choose, and can a quote have no expiry date?** The "Expiration Date" field in the "Details" step is a required dropdown of preset periods, each counted from the day you create the quote: - "In 14 days" (the shortest option) - "In 1 Month", "In 2 Months", "In 3 Months" and "In 6 Months" - "In 3 years" and "In 5 years" - "For Forever" – the quote has no expiry date You can't enter a custom date or a shorter period such as 7 days. If you need a quote to be valid for less than 14 days, choose "In 14 days" and state the shorter validity in the "Comments to buyer" or "Payment terms" field. **NOTE:** Once a quote's expiry date has passed, its link can no longer be opened by the client. To reopen it, edit the quote and choose a new expiry period. You can also add buyer comments and payment terms in their respective fields. ![buyer-comments](https://support.pabau.com/hs-fs/hubfs/Quotes%20(New%20UI)/buyer-comments.jpg?width=547&height=592&name=buyer-comments.jpg) In the "Line Items" step, click the "Add Line Item" button on the right and select the items you want to include from your services, products, or packages.  ![add-line-item-quote](https://support.pabau.com/hs-fs/hubfs/Quotes%20(New%20UI)/add-line-item-quote.jpg?width=584&height=325&name=add-line-item-quote.jpg) By clicking on the "Manage fee distribution", you can select one of your quote fee distributions created in [Quote Fee Distribution](https://app.pabau.com/setup/quote-fee-distribution). ![manage-tax-distribution-button](https://support.pabau.com/hs-fs/hubfs/Quotes%20(New%20UI)/manage-tax-distribution-button.jpg?width=572&height=287&name=manage-tax-distribution-button.jpg) Proceed to the Review & Finalize step to define whether to include a signature and payment option within the quote. ![review-finalize-step](https://support.pabau.com/hs-fs/hubfs/Quotes%20(New%20UI)/review-finalize-step.jpg?width=596&height=365&name=review-finalize-step.jpg)     Click "Create" in the top right corner to create the quote within your Pabau account.  #### **Step 3: Share Quote with Client** Once you create a quote, a pop-up will appear with a link you can copy and share with the client. You can either manually send an email with the quote or click the "Send Quote" button to use the default quote-sharing template. #### **Can I send a quote by text message?** Yes – copy the quote's link and paste it into a text message (or any other message) to the client: - From **Money → Quotes**, open the quote's actions menu and click "Copy Link". - From the client card, go to the **Financial → Quotes** tab, open the quote's actions and click "Copy Link". A "URL Copied" message confirms the link is on your clipboard. **IMPORTANT:** The link copied from **Money → Quotes** is a personal link for that client, so only send it to them. The client card link opens the quote page and asks the reader to sign in. A quote whose expiry date has passed can't be opened from its link – edit the expiry date first. To customize the default template for sending quotes, you can navigate to the [Client Notifications](https://app.pabau.com/client-notifications) section and make the necessary adjustments. ![quote-created-send](https://support.pabau.com/hs-fs/hubfs/Quotes%20(New%20UI)/quote-created-send.jpg?width=560&height=310&name=quote-created-send.jpg) #### **Step 4: Manage Quotes** Once saved, the quote will appear on the "[Quotes](https://app.pabau.com/money/quotes)" page, and you can also find it in the client card of the client you created the quote for. To find it, go to the Financial tab and select the Quotes sub-tab. ![Understanding the Quotes page 1](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Understanding%20the%20Quotes%20page%201.png?width=612&height=165&name=Understanding%20the%20Quotes%20page%201.png) By following these steps, you can easily create quotes in your Pabau account. --- Was this guide helpful? 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