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Where to start

Open the deal → Quotes tab → + New quote. Customer, primary contact and some fields are prefilled.

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Main steps

1

Pick type and template

Classic / Clauses / Sales Room. If you have templates, pick one. See types.
Quote template selection dialog
2

Customer data

Verify: legal name, VAT (P.IVA), address, codice SDI or PEC, recipient contacts.
3

Add line items

Click + Line → pick product/service from price list or enter free-form. For each line:
  • Description (editable even if from catalogue)
  • Quantity
  • Unit price
  • Discount (%, flat, per row)
  • VAT rate (default 22%)
4

Group into sections (optional)

For bigger quotes, organise into sections (“Hardware”, “Installation”, “Annual maintenance”). Each section shows subtotal.
5

Customise

  • Intro notes: introduction, quote purpose
  • Payment terms: e.g. 30% deposit, 70% on delivery
  • Offer validity: expiry date (e.g. 30 days)
  • Clauses (for Clauses type): mandatory or optional
  • Interactive sections (for Sales Room): video, FAQ, team, testimonials
6

Preview

Click Preview to see exactly what the customer will see. Check at different resolutions (desktop/mobile).
7

Publish

Publish → Arya generates a unique URL (e.g. arya.so/q/ab12cd34).

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Automatic calculations

Arya calculates in real time:
  • Subtotals per row and section
  • Total discount
  • Taxable base
  • VAT by rate
  • Grand total
  • Expected margin (if costs are in the price list)
Totals panel with margin and VAT by rate

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Multi-currency

For foreign customers, switch currency from the top selector. Arya converts at daily rate (or fix manually). The invoice inherits currency and rate.

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Drafts and versioning

A published quote stays editable with versioning: on change, Arya creates a new version and the old link can be invalidated.

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Frequently asked questions

Yes. Open quote → ⋯ → Duplicate. Change customer, lines and publish.
Yes. From the deal generate multiple quotes — the customer sees both or you send them separately.
The public link shows “Quote expired”. You can reactivate it by extending validity from the backend.