> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clarely.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a quote

> Build a new quote with line items and client details.

<Steps>
  <Step title="Open Quotes">
    From the main menu, tap **Quotes**, then tap **New Quote**.
  </Step>

  <Step title="Select a client">
    Choose a client from your client list. If the client doesn't exist yet, add them first from the **Clients** section — you'll need their name and email address at minimum.
  </Step>

  <Step title="Add line items">
    Add each service or item. See [Line items](/quotes/line-items) for detail on how to structure them.
  </Step>

  <Step title="Set tax, terms, and payment schedule">
    Optionally apply a tax rate, choose your contract terms (standard or enhanced), and set up a [payment schedule](/quotes/payment-schedule) if you want a deposit or multiple payments instead of one invoice.
  </Step>

  <Step title="Choose an acceptance flow">
    Select what happens when the client signs: the **field service flow** (Quote → Job → Invoice), the **professional services flow** (Quote → Invoice immediately), or **manual** (nothing happens automatically — you create the job and invoice yourself). You can change this before sending. See [Acceptance flow](/quotes/acceptance-flow) for detail on all three.
  </Step>

  <Step title="Save or send">
    Tap **Save Draft** to save without sending, or go to the draft quote and tap **Send Quote** when ready. The client receives an email with a link to review and sign.
  </Step>
</Steps>

## Quote statuses

| Status   | Meaning                                                                                                                                                                                                                                                |
| -------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Draft    | Created but not yet sent                                                                                                                                                                                                                               |
| Sent     | Sent to client, awaiting signature                                                                                                                                                                                                                     |
| Accepted | Client has signed — terms are locked permanently                                                                                                                                                                                                       |
| Declined | Client or owner closed the quote without accepting                                                                                                                                                                                                     |
| Expired  | Not a status Clarely stores — it's what you see when a quote's expiry date has passed while it's still Sent. The client's signing link stops working, but the quote itself stays in Sent underneath. A quote with no expiry date set never shows this. |

## Editing a quote

**Draft quotes** are fully editable — all fields, line items, and pricing can be changed freely before sending.

**Sent quotes** can be edited by the owner. If a client requests changes before signing, open the quote and make the update. The edit is applied silently — no new email is sent to the client unless you tap Resend. This lets you adjust scope or pricing in response to client feedback before they sign.

**Accepted quotes** are permanently frozen. Once a client signs, no edits are possible by anyone. See [Locked terms](/quotes/locked-terms).

## Notes

Two note fields are available on a quote:

* **Owner notes** — visible only to you. Use these for job context, internal reminders, or anything your client shouldn't see.
* **Team notes** — visible to team members assigned to the job. Use these for access instructions, site details, or anything the crew needs to know.

Clients never see either note field.

## Quote follow-up

If a sent quote hasn't been signed, Clarely can automatically follow up with your client after a set number of days. Configure follow-up timing and messaging in **Settings → Workflow**. See [Quote follow-up](/quotes/quote-followup) for the full setup.

## Service catalog

If you have services saved in your catalog, tap the **(+)** button in the service name field of any line item to pull from your saved services instead of typing from scratch. See [Service catalog](/quotes/service-catalog) for setup and details.