Quote Page Overview

Create, manage, and prepare customer quotes

The Quote feature in Appliance.io is where every sale begins. It allows you to create, edit, and manage customer quotes before they become orders. From products and pricing to delivery details, notes, and payments, the Quote page gives you full control to build accurate, professional quotes and move customers confidently toward checkout.

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📍 Accessing the Quote Page

To get started, click Start a Quote — you’ll find it in the top-left corner of every page in Appliance.io.

From there:

1. Select the Location where the quote is created

2. Choose the Salesperson managing the quote

3. Start typing the Customer’s name

4. Click Next

You’ll be taken directly to the Quote page.

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🧾 Quote Number & Customer Class

At the top of the page, you’ll see the Quote Number. ​

For example: 1-208324

• The first number represents the location number

• The numbers after the dash show how many quotes have been created at that location

Next to it is the Customer Class, which acts as a tag to identify the type of quote:

• Retail

• Web

• Trade

• Project

This helps with reporting, filtering, and internal organization.

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🔔 Notifications, Delete, & Select Action

On the top-right corner of the Quote page, you’ll find several powerful tools:

• Bell Icon (Custom Notifications) Send internal reminders to your team. You can set the date, time, and message body. Note: These notifications are internal only.

• Delete Button Use this if the quote was created by mistake.

• Select Action Menu Your shortcut to managing the quote efficiently — including printing documents, emailing customers, scheduling visits, processing returns, and more.

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⏳ Quote Expiration & Tracking

Below the quote number, you’ll see a 2-week expiration date. This helps you track quotes that may need follow-up. Expired and active quotes can always be reviewed from the My Quotes page.

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🏠 Billing & Delivery Information

The Billing and Delivery Information section contains the customer’s contact and address details.

You can edit this section by clicking the pencil icon. From here:

• Clicking the email opens a pre-filled email draft

• Clicking the address opens Google Maps

• Clicking the phone number initiates a call

Choosing an Existing Customer

While editing billing information, you can select Choose From Existing Customer. This automatically fills in details from a saved customer — similar to copying customer information.

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🚚 Delivery Confirmation & Customer Records

For delivery confirmation, you can select from the customer’s saved addresses or add a new one.

💡Note: If you edit customer information directly on the quote, those changes apply only to this quote.

To permanently update customer records, click the customer’s name to open their Customer Profile.

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🏢 Company & Salesperson Information

Next to the billing and delivery section, you’ll see:

• Your company location where the quote was generated

• The salesperson managing the quote

Below that, you can:

• Send an invoice directly to the customer’s email

• Copy a link that sends the customer to the Customer Portal

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🛒 Line Items

On the left side of the page, you’ll find Line Items. This is where you add products to the quote.

Line items include product details, pricing, discounts, and taxes. For a full walkthrough, refer to the Add Line Items article here.

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💳 Customer Credit

The Customer Credit section appears in blue for easy visibility.

This shows how much available credit the customer can apply to the quote. When applied, customer credit can:

• Reduce the balance due

• Fully pay the quote if the credit covers the total

More details are available in the Customer Credit article.

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📝 Notes

You can add notes to the quote by clicking Add Notes.

We highly recommend adding Delivery Notes for any quote or order involving delivery.

There are four types of notes:

• Delivery

• Customer

• Internal

• Line Item

You can also attach files if needed. To set a default note that appears on every quote for a customer, update it from the Customer Profile.

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💰 Total Balance Due

On the right side of the page, you’ll see the Total Balance Due.

This section updates automatically once line items are added. It reflects payments, customer credit, taxes, and the final amount owed.

For a deeper breakdown, see the Create a Quote article.

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🎉 You’re All Set!

That’s a complete walkthrough of the Quote page in Appliance.io. From customer details and notes to line items, credit, and balance due — everything you need to build a professional quote is right at your fingertips.

Create confidently, follow up easily, and turn quotes into orders faster with Appliance.io.