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

# Create a quote

> Walkthrough from template selection to public link delivery.

## Where to start

<Tabs>
  <Tab title="From a deal">
    Open the deal → **Quotes** tab → **+ New quote**. Customer, primary contact and some fields are prefilled.
  </Tab>

  <Tab title="From a project">
    Open the project → **Quotes** tab → **+ New quote**. If SAL phases are planned, Arya can generate quotes per phase.
  </Tab>

  <Tab title="From scratch">
    Quotes module → **+ New**. Manually select company and contacts.
  </Tab>
</Tabs>

## Main steps

<Steps>
  <Step title="Pick type and template">
    Classic / Clauses / Sales Room. If you have templates, pick one. See [types](/en/quotes/types-classic-clauses-sales-room).

    <Frame>
      <img src="https://mintcdn.com/agevole/cM9eEPJE8FVhTNOb/images/preventivi/en/choose-template.svg?fit=max&auto=format&n=cM9eEPJE8FVhTNOb&q=85&s=8c3e7385c8b9baafdf30c01176e2827a" alt="Quote template selection dialog" width="1200" height="720" data-path="images/preventivi/en/choose-template.svg" />
    </Frame>
  </Step>

  <Step title="Customer data">
    Verify: legal name, VAT (*P.IVA*), address, *codice SDI* or PEC, recipient contacts.
  </Step>

  <Step title="Add line items">
    Click **+ Line** → pick product/service from [price list](/en/products/overview) or enter free-form. For each line:

    * Description (editable even if from catalogue)
    * Quantity
    * Unit price
    * Discount (%, flat, per row)
    * VAT rate (default 22%)
  </Step>

  <Step title="Group into sections (optional)">
    For bigger quotes, organise into sections ("Hardware", "Installation", "Annual maintenance"). Each section shows subtotal.
  </Step>

  <Step title="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
  </Step>

  <Step title="Preview">
    Click **Preview** to see exactly what the customer will see. Check at different resolutions (desktop/mobile).
  </Step>

  <Step title="Publish">
    **Publish** → Arya generates a unique URL (e.g. `arya.so/q/ab12cd34`).
  </Step>
</Steps>

## 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)

<Frame>
  <img src="https://mintcdn.com/agevole/cM9eEPJE8FVhTNOb/images/preventivi/en/totals-panel.svg?fit=max&auto=format&n=cM9eEPJE8FVhTNOb&q=85&s=84b224484e45625a825de52519090b3a" alt="Totals panel with margin and VAT by rate" width="1200" height="720" data-path="images/preventivi/en/totals-panel.svg" />
</Frame>

## 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.

## Drafts and versioning

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

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can I duplicate an existing quote?">
    Yes. Open quote → **⋯ → Duplicate**. Change customer, lines and publish.
  </Accordion>

  <Accordion title="Can I send alternative quotes (A vs B)?">
    Yes. From the deal generate multiple quotes — the customer sees both or you send them separately.
  </Accordion>

  <Accordion title="What happens when validity expires?">
    The public link shows "Quote expired". You can reactivate it by extending validity from the backend.
  </Accordion>
</AccordionGroup>