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A quote is an offer to one customer record: products and prices, any discounts, how they pay, and when. The customer reviews it on a public page and accepts it there, and acceptance starts billing on your Stripe account. Each quote is named by a number such as Q-0042.

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Start a quote

  • From a customer record: on the record’s Billing panel, choose New quote.
  • From a deal: when quotes can start from Deals (Settings → Payments → Who pays), a deal’s Billing panel has New quote too. The quote bills the company the deal links to and shows on both records. A deal linked to no company, or to more than one, can’t be quoted until that’s fixed.
  • From Revenue: on the Quotes tab, choose New quote, pick the customer record, then Start quote.
Both open the quote builder for that customer.

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Build it

1

Contact

The name and email of the person the quote is for. The email is required before you can send. A new quote starts with the customer’s billing contact, noted as “Arketa’s billing contact”. Pick someone else and a box offers Make them Arketa’s billing contact; the record changes only if you tick it.
2

Line items

Pick products from your Products catalog. Each line starts at the catalog price; change the Qty or the Price for this deal. A custom price never changes the catalog. Lines are One-time or Recurring (monthly or yearly), per the product’s interval.
3

Billing

Choose the way to pay, payment terms, a free trial, the start date, the expiry date and the payment schedule (below). Add any Terms text the customer should agree to.
4

Save or send

Save draft keeps it as a draft. Send marks it sent and opens your email composer (see Send it).
The summary on the right shows the totals and what’s charged, when: each first charge in order, then how recurring billing changes later (for example when a discount ends). Usage lines. A product with a usage event is billed by usage. Its line has no quantity, its price is per unit, and it reads “Usage · billed per unit each month” with the amount “By usage”. Usage events you record for that customer are billed through Stripe each month.
Keep a quote’s recurring lines on one interval. A quote that mixes monthly and yearly lines can’t start billing; split it into two quotes.

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Discounts

Add a discount to a single line from its menu (Add discount), or to the whole quote with Discount on the whole quote.
  • Kind: a percentage (up to 100%) or an amount in the quote’s currency.
  • How long (recurring lines only): Once, Several months (1 to 120), or Forever.
A line discount comes off that line. A whole-quote percentage then comes off what’s left, on recurring and one-time amounts alike. A whole-quote amount is taken once, off the first charge. Discounts are written out in words on the quote, the public page, and as the name of the Stripe coupon, so every invoice says what the customer agreed to: A discount’s months count from the first paid period, so a free trial or a later start date doesn’t use them up.

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Way to pay

New quotes start with your workspace’s payment defaults.

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Free trial and start date

Free trial (recurring lines only) delays recurring billing by that many days. Starts defaults to “On acceptance”; pick a later date to hold recurring billing until then. One-time amounts still follow their payment schedule.

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Payment schedule

The one-time total is billed by a schedule. By default it is one instalment, On acceptance. Choose Add instalment to split it:
  • Each instalment has a name, a share (a % or an amount of the one-time total), and a due point: On acceptance or On a date.
  • Only one instalment can be due on acceptance, and dates must be after today.
  • The instalments must add up to the one-time total. The builder shows “Adds up to the one-time total” when they do.
Custral creates each dated instalment’s invoice on its date, then charges it (autopay) or sends it (invoices).

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Send it

Send checks the quote has a product and a contact email, marks it sent, and opens your email composer prefilled with the contact, a subject like “Your quote from Juniper Ridge (Q-0042)”, and the quote’s link. You send that email from your own mailbox; Custral sends no email itself. After sending, the quote is read-only in the app, so it can’t change under the customer. Copy link copies its public link again.

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What the customer sees

The link opens a page branded with your workspace. No sign-in is needed. It shows the line items with their discounts in words, what they’ll be charged and when, the terms, and the expiry date. Opening it the first time marks the quote viewed.
  • Accept: the customer types their full name and email and ticks “I agree to this quote and its terms.” On Send invoices they choose Accept quote. On Autopay they choose Accept and add payment method, add a card or bank account on Stripe’s secure page, and come back to a confirmation. The quote is accepted only once the payment method is saved; if they leave Stripe early, the page says so and they can try again.
  • Decline: with an optional note. The quote’s creator is notified, and the note travels with the decline event, so a workflow or webhook can read it.
  • Expired or withdrawn: the page says so and asks them to contact you for a new one.
The customer can print the page, or save it as a PDF from the browser’s print dialog; the accept and decline controls are left off the printout. When a quote is accepted or declined, its creator gets a notification.

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After acceptance

The quote’s page shows who accepted it and when, and how billing is going:
  • Billing active: Stripe is billing it, on autopay or invoices due in so many days.
  • Stripe not connected or Billing didn’t start: the reason, with Retry once it’s fixed. The Quotes tab lists these under Needs attention, with Retry in the Billing column.
Instalments lists each one with its due date, amount and state. An upcoming instalment has Bill now, which invoices it today (or charges it, on autopay), and a due date you can move to any later day.