Understanding a quote: structure and parts

Last updated: October 9, 2026

A quote has four main sections.

1. Action points (top)

Buttons at the top:

  • Send to share with student.

  • Preview to see student view.

  • Start a Sale (after acceptance).

  • Start an Application (after acceptance — sends to school).

  • 3-dot menu. Delete the quote, save as template.

Important. Applications are only available once a quote option has been accepted by the student. Recommended to start the Sale BEFORE the application.

2. Quote setup

First block contains:

  • Student name.

  • Language.

  • Expiry date.

  • Owner.

  • Currency.

3. Course options

Programs added to the quote, displayed side-by-side.

Each option supports:

  • Add extras (accommodation, insurance, add-ons, fees).

  • Add deposit.

  • Add payment plan.

3-dot icon per option:

  • Mark as favorite.

  • Delete option.

  • Duplicate option.

4. Notes

Free-text notes for the student. Use for exchange rate explanations, promotion clarifications, or custom messages.