> ## Documentation Index
> Fetch the complete documentation index at: https://docs.custral.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Quotes and discounts
> Build a quote from your catalog with discounts, a free trial and a payment schedule, send its link, and let the customer accept online.
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**.
## 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](/revenue/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.
## Build it
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](/revenue/payments#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.
Pick products from your [Products catalog](/revenue/payments#products). 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.
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.
**Save draft** keeps it as a draft. **Send** marks it sent and opens your email composer (see [Send it](#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.
## 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:
| Discount | Reads as |
| - | - |
| 20%, several months, 3 | 20% off · first 3 months |
| 10%, forever | 10% off · forever |
| \$50, once, on a recurring line | \$50.00 off · first invoice |
| 15% on a one-time line | 15% off |
A discount's months count from the first paid period, so a free trial or a later start date doesn't use them up.
## Way to pay
| Option | What happens |
| - | - |
| **Autopay** | The customer adds a card or bank account on Stripe's page when they accept, and Stripe charges it each cycle. Needs Stripe connected before the quote can be sent. |
| **Send invoices** | Stripe emails each invoice with a pay link, due after the quote's **Payment terms** (0 to 365 days). |
New quotes start with your workspace's [payment defaults](/revenue/payments#payment-defaults).
## 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.
## 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).
## 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.
## 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](/revenue/automations) 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.
## 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.
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