About 3 minutes. You need at least one product, offering, account and contact before you start.

Create your first quote

Go to **Sales** in the left menu. On the **Quotes** tab, click **New Quote**. (You can also start from an account: **New** > **Quote**.)

The **New Quote** window opens. Click **Existing Account** and start typing the customer's name.

For a brand-new deal, leave **Select Contract** set to **+ New Contract**. Click **Create**.

Your draft quote is open. Changes save automatically as you go; watch for **Saved** in the header.

Under **Contacts**, click **Select** next to **Shipping Contact**.

Choose the customer contact. **Billing Contact** defaults to the same person; change it if invoices go somewhere else.

Now set the contract length. Click the **Contract Term**.

Contracts can be any length. For this deal, pick **24** months.

Click **Save**. The end date updates to match.

To create urgency, shorten how long the offer is valid. Click the **Expiration Date**.

Move it back a week so the deal closes before month end.

Time to add what you're selling. In **Products and Pricing**, click **Select Offering**.

An offering is a bundle of one or more products. Choose **Growth Plan**.

This offering has an optional product. Mandatory products are already ticked; tick **Implementation Services** to include onboarding.

Click **Select Rate** to choose the price list for this offering.

Choose **Growth - Annual** to bill the customer once a year.

Enter a quantity for each product to match what the customer needs, e.g. 50 Platform License seats. Amounts, ARR and TCV recalculate as you go.

Need a sharper price to win the deal? Type a percentage in the **Discount** column, e.g. 10%. Use the arrow to switch to a flat amount.

The discounted price appears beside the list price. This discount triggers an approval rule, so the progress bar now says **Get 1 Approval**.

Open **Billing Summary** to check the totals and the **Billing Schedule** before you submit.

Because approval is required, tell the approver why. Fill in **Approval Notes**.

Click **Save** to submit the quote for approval. It is not sent to the customer yet.

The quote is now in **Review** and the approver has been emailed. Click the approval step to see who still needs to approve.

Done 🚀 Once every approval is in, **Send to Customer** is the next step. Need changes? Click **Edit Quote** to return the quote to Draft. If approvals were already granted, you'll be warned before they're cleared.

Build a new-business quote in MonetizeNow: pick the account, set contacts and contract term, add an offering with optional products, set quantities and a discount, review billing, and submit for approval.

Create Your First Quote (2026)

Create your first quote

Frequently Asked Questions