--- title: How to Generate a Quote (New Client Card) description: Learn how to create a quote in Pabau, add line items, set signature and payment options, and share it with your client. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-generate-a-quote-0#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. [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en) # How to Generate a Quote (New Client Card) ## 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 **Money**, then select "[Quotes](https://app.pabau.com/money/quotes)" to access the Quotes page. ![image-png-May-20-2026-01-21-17-9990-PM](https://support.pabau.com/hs-fs/hubfs/image-png-May-20-2026-01-21-17-9990-PM.png?width=670&height=488&name=image-png-May-20-2026-01-21-17-9990-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. **TIP:** You can also create a quote directly from the new Client Card. Open the client’s card, click the plus (+) button in the bottom-right corner, and choose **Quote**. The same wizard described below will open for that client. #### **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. ![Quotes page with the Create Quote button in the top right corner](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-01-03-29-1603-PM.png?width=670&height=253&name=image-png-Jul-30-2026-01-03-29-1603-PM.png) The quote creation wizard has four steps: **Who**, **Details**, **Line Items**, and **Review & Finalize**. The **first step** is **Who** - select who the quote is being issued to. Fill in the following fields: - **Included in quote:** Search for and select the client or lead this quote is for. - **Appointment** (optional)**:** If this quote is linked to a specific appointment, select it from the dropdown. Otherwise, leave it as "No Appointment." - **Issue date:** Select the date the quote should be issued. This defaults to today’s date. ![Who step of the quote creation wizard](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-01-13-47-3393-PM.png?width=573&height=525&name=image-png-Jul-30-2026-01-13-47-3393-PM.png) Click **"Next"** in the top right corner to proceed. The **second step** is **Quote Details**, where you configure the quote’s settings. Complete the following fields: - **Quote Template:** Select a template for the quote’s design and layout. Click **"Manage quote templates"** to edit or create templates. - **Quote Name:** Enter a name for the quote, for example "Quote for Emma Thompson." - **Quote Owner:** Select the staff member responsible for this quote. - **Location:** Select the clinic location this quote is associated with. If the quote is linked to an appointment, this will be pre-filled and locked. - **Expiration Date:** Choose how long the quote is valid for, for example "In 3 Months." The expiry date is calculated automatically from the creation date. - **Comments to buyer** (optional)**:** Add any extra notes you would like to appear in the quote and in the email sent to the client. - **Payment terms** (optional)**:** Enter any relevant information about pricing, purchasing terms, or global agreements. ![Quote Details step of the quote creation wizard](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-01-17-45-8638-PM.png?width=575&height=731&name=image-png-Jul-30-2026-01-17-45-8638-PM.png) Click **"Next"** to proceed. The **third step** is **Line Items**, where you add the services, products, or packages to include in the quote. Click **"Add Line Item"** in the top right corner of the section. A dropdown will appear with a search bar and three categories: - **Service** - **Product** - **Package** Search for or browse to find the item you want to add, then select it. Each line item shows the Item, Unit Price, Quantity, Discount, Tax, and Total Price. You can edit the unit price, quantity, discount, and tax directly in the table, remove an item using the **×** button on its row, and drag the handle on the left of a row to reorder items. The **Totals** section at the bottom shows the overall quote total. Click **"+ Manage tax distribution"** if you need to adjust how tax is distributed across line items. ![Line Items step showing the quote line items table](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-01-20-58-3815-PM.png?width=661&height=337&name=image-png-Jul-30-2026-01-20-58-3815-PM.png) Click **"Next"** to proceed. The **fourth and final step** is **Review & Finalize**, where you preview the quote and configure the signature and payment settings before creating it. The left side of the screen shows a full preview of the quote as the client will see it, including the clinic branding, client details, and the products and services table. On the right, a **Summary** panel shows an overview of the quote - template, owner, location, expiry date, number of items, and total. Below the summary, configure the following: **Signature:** Choose whether to include a signature on the quote. - **No signature:** Skip the signature requirement. - **Written:** Include space for a written signature. **Payment:** Choose how the client can pay. - **No payment:** Issue the quote without a payment option. - **Stripe:** Allow the client to pay online via Stripe. This option is only available once Stripe is connected to your Pabau account. ![Review and Finalize step with the quote preview and Summary panel](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-01-21-31-9650-PM.png?width=659&height=453&name=image-png-Jul-30-2026-01-21-31-9650-PM.png) Once everything looks correct, click **"Create"** to finalise the quote. ![Create button on the Review and Finalize step of the quote wizard](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-01-22-40-4011-PM.png?width=667&height=233&name=image-png-Jul-30-2026-01-22-40-4011-PM.png) #### Step 3: Share the Quote with the Client After the quote is created, a pop-up will appear with a shareable link you can copy and send to the client. You can also click **"Send Quote"** to send it using the default quote email template, or **"Compose email manually"** to write your own message. To customise the default template for sending quotes, navigate to the [Client Notifications](https://app.pabau.com/client-notifications) section and make the necessary adjustments. ![Quote created pop-up with a shareable link and Send Quote options](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-01-24-36-4272-PM.png?width=488&height=279&name=image-png-Jul-30-2026-01-24-36-4272-PM.png) #### **Step 4: Manage Quotes** Once saved, the quote will appear on the [Quotes page](https://app.pabau.com/money/quotes) and on the client’s card under the **Financials** tab, in the **Quotes** sub-tab. ![Quotes sub-tab under the Financials tab of the new Client Card](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-01-27-23-0654-PM.png?width=670&height=200&name=image-png-Jul-30-2026-01-27-23-0654-PM.png) By following these steps, you can easily create quotes in your Pabau account. With your quote created and sent, the client can review, sign, and pay from the link you’ve shared with them, all without needing to visit the clinic. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), browse the related articles below or use the search bar at the top of the page. 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