How to create a new quote
Last updated: May 6, 2026
Create a quote: from search results, +Add to Quote per course > New Quote. Required setup: assign student, language, expiration date (max 1 month), owner, currency. Critical: check promotion expiration dates before setting quote expiry to keep prices valid.
After searching for courses, create a personalized quote for the student.
Steps
- From search results, click + Add to Quote next to each course to include.
- Click New Quote.
- Quote opens with selected program options.
The quote can be accessed and edited later from Quotes in the left-side menu.
Required setup
- Assign to student. Type the student's name in the "quote for" field. Click + to create a new student inline if needed.
- Quote language. Language students see the quote in.
- Expiration date. Up to one month. Past expiration, quote prices and promotions may no longer be valid — a new quote must be generated.
- Quote owner. The advisor responsible. Enter in Assigned to field.
- Currency. Primary display currency. Prices auto-show in both school's local currency and this secondary one.
Important: promotion expiration
Always check promotion expiration dates within the quote BEFORE setting the quote's expiration date. Otherwise, prices may become inaccurate.