Quotes: Build and send

This section takes a quote from a blank draft to the customer's inbox. Start with how SKU.io prices each line for the customer, then create the quote, work its lines, add shipping and procurement details, get a large discount approved, and send it.

To…	Go to…
understand where each line's price comes from and when it changes	How quote prices are worked out
create a quote, fill in its details and send it to the customer	Create and send a quote
add, change, discount and remove the lines on a quote	Add and edit quote lines
load lines from a spreadsheet, or download a quote's lines	Import and export quote lines
estimate shipping and add it to a quote as a charge	Charge shipping on a quote
add shipping terms, lead times, tax exemption and your registration numbers for a procurement office	Prepare a quote for a procurement office
get a quote with a large discount approved before you send it, or approve one	Approve a discounted quote