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

# Creating a quote

> Create a quote for a customer, pick the quote type, and manage versions during negotiation.

A Quote is created for a customer, captures the proposed pricing and terms, and can go through several versions before it is approved.

## Create a quote

1. Access the **"Quotes"** section via the side menu;
2. Click **"Create a quote"**;
3. Select a **customer**;
4. Select the **"Quote type"** (see below);
5. For a subscription amendment, select the **subscription** to amend (only active subscriptions are listed);
6. Optionally select **owners**, the teammates responsible for the quote; and
7. Click **"Create quote"** to confirm.

<Info>
  The customer and quote type cannot be changed after creation. They apply to all versions of the quote.
</Info>

## Quote types

The quote type determines what you can add to the quote:

* **Subscription creation**: quote a new subscription. A plan from your catalog, with price overrides if needed, plus optional coupons and prepaid credits.
* **Subscription amendment**: quote an update to an existing subscription (upgrade, downgrade, repricing). One plan, tied to the selected subscription. The plan can differ from the current one. Coupons and prepaid credits available.
* **One-off**: quote a standalone one-off invoice made of add-ons. Useful for POCs, pilots, or implementation fees. No plans, coupons, or prepaid credits.

## Quote settings

After creation you land on the quote editor. The panel next to the document shows:

* **Main settings**: quote type and billing entity, read-only.
* **Execution details**: customer and subscription (for amendments), read-only. The **currency**, which defaults to the customer's currency and can be updated while the version is a draft. A **"Start date"** and **"End date"** for the deal, which you set here. The **"Payment term"**, displayed from the customer's or billing entity's net payment term.

Dates save automatically and are required before approval. One-off quotes have no execution details: their invoice is dated at execution.

Pricing, discounts, and credits are configured inside the document. See [writing the quote content](/guide/quotes/quote-editor).

## Versions

Each round of negotiation is a version of the same quote: one quote to track per deal, and a permanent record of every offer made.

Quotes are numbered automatically, versions as v1, v2, and so on. Creating a quote creates v1. A version has one of three statuses:

| Status     | Meaning                                                            |
| ---------- | ------------------------------------------------------------------ |
| `draft`    | Work in progress. The only editable state.                         |
| `approved` | Signed off by your team. Locked. An order form has been generated. |
| `voided`   | Withdrawn or superseded.                                           |

Only one version can be `draft` or `approved` at a time: the current offer. All other versions are `voided` and stay visible in the **"Version history"** table. Clicking a voided version opens a read-only preview.

### Working with versions

From a draft version, the **"Actions"** menu offers:

* **"Edit quote"**: open the editor.
* **"Approve quote"**: lock the version and generate the order form. See [approving a quote](/guide/quotes/order-forms).
* **"Void quote"**: withdraw the version. Irreversible. **"Void and create new version"** starts over immediately.
* **"Duplicate version"**: create a new draft from this version.

Duplicating is how you start a new round. It copies the version into a new draft and voids all previous versions, so the live offer is never ambiguous. Any non-approved version can be duplicated, including older voided ones: if the customer prefers your first offer, duplicate v1.

While a version is `approved`, the quote is frozen: no editing, no duplicating. To renegotiate, [void the order form](/guide/quotes/order-forms#void-an-order-form) first. This voids the approved version and unlocks duplication.

Example: v1 goes out with a 10% discount. The customer asks for 15%. You void the order form (voiding v1), duplicate v1 into v2, set 15%, approve. v2 becomes the deal, v1 stays in the history.

<Info>
  A draft can be incomplete. Required fields (a pricing block, the currency, the start and end dates) are checked at approval, not while drafting.
</Info>