Understanding a quote: structure and parts
Last updated: May 6, 2026
Quote structure: 4 parts. (1) Action points top: Send/Preview/Start Sale/Start Application + delete and save-as-template. (2) Setup: student/language/expiry/owner/currency. (3) Course options side-by-side with extras, deposits, payment plans. (4) Notes for student.
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.