Quote Creator
Module 03
Help
Cart
0
Checking
Automation Status
Checking quote bot
Checking
Checking quote automation service.
Quote Bot
Health check in progress
Current Run
Waiting for bot response
Queue
Waiting for bot response
What This Means
Status stays neutral until the bot answers.
Automation settings
Item Catalog
All
Quote Details
Quote Name
Customer
×
Contact
Loading contacts...
Manual account. Use only if the customer is missing from Zoho.
Contact First Name
Contact Last Name
Contact Email
Contact Phone
Title
Ship To
(quote still stays on the parent account)
Loading saved addresses...
Bill To
✓ Save
Ship To
✓ Save
Owner
(assigned in Quoter after submit)
Leave unassigned
Aleks Ratkovic
Bob Durham
Brian Kett
Joe Arnold
Maria Martinez
Mike Balan
Nick Lyon
Richard Bardons
Robert Robayna
Source
Select source
Google
Ebay
Customer Referral
Existing Customer
Unknown New
BrokerBin
Inbound Call
Template
Select template
2026 UPS Solutions
(old) Your UPS Solutions
NoBuyUPS
Power Consultation LIVE
Symmetra Turn Key Deals
Internal Notes
Live Cart
0 items
Browse the catalog and add items to start building your quote.
Shipping & Handling
Include SH
ZIP
Ground Options
Residential Delivery
Confirmation:
None
Delivery
Signature
Adult Signature
Freight Accessorials
Liftgate Delivery
Liftgate Pickup
Residential
Inside Delivery
Inside Pickup
Limited Access Del.
Limited Access Pickup
Notify Before Delivery
Rate
Line
$0
Discount
Optional discount. Applies to one-time and recurring fees.
Add quote discount
Discount Description
Amount
Type
$ Amount
% Percent
Subtotal
$0
Shipping
$0
Discount
-$0
Total
$0
Preview
Publish Quote
Automation Center
Bot settings.
Quote automation is checking the bot service.
Automation
Control how the bot starts, what it submits, and whether the browser stays on screen.
Require review before run
Route submit through the preview modal so the rep confirms before the bot starts.
Auto-publish in Quoter
If off, the bot saves a ready-to-review draft instead of publishing it.
Show browser while running
If off, the bot runs headless. Use Watch Live to follow the run from any computer.
Quote Automation
Waiting for the bot...
The bot is taking over.
Queued
Browser
Line Items
Publish
Watch Live
Open in Quoter
Hide
SKU IDENTITY
Scorecard
Add to Quote