Create a quote

A new quote starts as a draft: you can edit and save it as often as you like. It only gets a number when you issue it.

Set up a quote

1. Under Quotes, click New quote.

2. Pick the customer in the Customer card on the right — type a name or customer number into the search box and pick them. If they’re new, add them right here with New customer, without leaving the editor. Change picks another customer.

3. Add line items with Add line. Type a product name in Product / Service and pick it — the line then takes the product’s name, description, unit, price and tax rate. Or simply type a name of your own.

4. Fill in the quote details — see below.

5. Check the opening text and signature — the text above and below the line items. Both are prefilled with your standard texts; the Show on document switch hides either of them.

6. Click Save draft at the top. Preview shows the PDF beforehand — stamped DRAFT.

You see Quote created. and are back in the list. From now on, clicking the draft opens it again; you then save with Save changes. Once everything’s ready, issue the quote right here with Issue or Issue & send — see Issue and send.

The bar with the buttons stays at the top while you scroll through the form. If you leave the editor with unsaved changes, UNENO asks whether to discard them.

The Customer card

Once you’ve picked a customer, the card shows who you’re dealing with:

Detail	Meaning
Name and customer number	In the field at the top, with whether it’s an organization or an individual. Clicking the customer number opens their overview in a new tab.
Email	Where the quote goes. If it’s missing, you see No email address on file — the quote can’t be sent.
Created	Since when the customer exists.
Total spend, Open balance, Total invoices	What the customer has paid you so far, what’s still open and how many invoices they have.
Billing address	The address on the quote. If the customer has several, pick one here.
With shipping?	Switch it on if a delivery belongs to the quote — then pick the shipping address. If the customer has none yet, add one right here with Add a shipping address.

Quote details

Field	What to enter
Quote date	Already filled in: it’s the day you issue the quote.
Valid until	Until when the quote applies — prefilled with today plus your Quote validity (30 days by default). Leave it empty for no expiry. After this day it expires.
Language	The language of the quote and its email. The default is the language of your company’s country.
Contact person	Who appears on the quote as the customer’s contact at your company — prefilled with your name.

Line items

Field	Meaning
Product / Service	The line’s name, with an optional Description below.
Qty / Unit	The quantity (up to four decimals) and its unit — your default unit is preselected.
Unit price	The price per unit.
Net / Gross	Below the unit price: how you type it — the chosen one is blue. The net price is always what’s saved; gross is only an entry aid.
Tax	The line’s tax rate — your default rate is preselected.
Amount	Quantity × unit price — net or gross, as you enter the price.

Net / Gross and Tax are missing if your company doesn’t charge VAT. At the bottom of the card, UNENO calculates the Subtotal, the VAT per rate and the Total. A quote can have up to 200 lines.

Placeholders in the texts

Below the signature, Show placeholders lists the placeholders: building blocks such as %company_name% (your company name) or %valid_until% (the validity date), which are only replaced by the real value on the document. The icon next to one copies it. If a placeholder stays empty on the document, its whole line isn’t printed.

You set your standard texts for quotes under Settings → Texts & Emails, and the Quote validity under Settings → Documents settings in the Invoices & quotes card — 14, 30, 60 or 90 days or No expiry. If you switch the Language, UNENO swaps the opening text and signature for the new language’s standard texts — as long as you haven’t changed them yet.

Good to know

• Nothing works without a customer: only once you’ve picked one can you add lines and click Preview and Save draft. To be issued, the quote also needs at least one line.
• On a phone, the Customer card comes first. Of the buttons, Save and Issue & send stay at the top; Preview and Issue are under ⋮.
• A billing address isn’t required for a quote — unlike for an invoice.
• There’s no separate discount field, and a unit price can’t be negative. Build a discount into the unit price.
• If two people edit the same draft — or you do in two tabs — saving an out-of-date version is refused rather than overwriting the other change. You see This document was changed in another tab or by someone else. Reload it and reapply your changes.