How do I build a quote?

The Quote builder block creates an interactive quote. Instead of a fixed price list, you build sections of selectable items — the recipient chooses a package, toggles optional add-ons, and adjusts quantities while signing, and the total recalculates automatically.

Add the block

1. In the editor, open the Doc Blocks tab and drag the Quote builder (under Data) onto the document.
2. Double-click the block to author its sections and items in place.

Build sections and items

1. Use Add section and give it a title and optional description.
2. Choose the section's selection mode:
   • All included — every item in the section is included.
   • Pick one — the recipient chooses exactly one item (great for pricing tiers or packages).
   • Add-ons — the recipient toggles optional extras on or off.
3. Add items with Add item. For each item set an item name, optional description, quantity, and unit price. You can also mark an item as:
   • Optional and Selected by default,
   • Editable quantity (with a minimum and maximum),
   • Recurring — One-time, Monthly, or Yearly (shown as a label for the recipient).

Quote settings

Select the block to open the right-sidebar settings:

• Design — Minimal, Bordered, or Branded.
• Currency — a preset or Custom (code, symbol, symbol position, decimals).
• Discount — turn on Quote discount and enter a value as a percentage or a flat amount.
• Tax — add tax rows (GST / VAT / Sales Tax presets or Custom; Exclusive or Inclusive).
• Totals — turn on Show subtotal and set the Subtotal and Total labels.
• Payment — turn on Collect payment for this block to let the recipient pay the selected total after signing.