Guides
Sign In
Start typing to search…

Create and send quotes

Generate trackable price quotes for B2B prospects and convert them to orders.

Generate customized quotes for your prospects to streamline the B2B purchasing process. Each quote is assigned a unique ID and a dedicated URL, allowing you to track its status and make real-time updates.

When a prospect clicks the quote link, they see a localized checkout page similar to the example below. They can use the language selector to translate the page, though currency and tax calculations remain fixed based on the configuration.

Tip: To view your quote in Test Mode and create a test order, insert .test. into the URL between your store path and onfastspring.com.

Create a quote

To begin, navigate to Sales > Quotes in the FastSpring app and click the Create Quote button.

The quote configuration page is divided into distinct cards to help you organize the details of your offer. Expand the sections below to configure the recipient, products, terms, and internal tracking data:

Overview

Assign a name to the quote for internal tracking and identification.

  • Quote Name: Enter an internal name for this quote. This helps you identify it in your reports and dashboard.
Recipient Information

Enter the contact and location details for the prospect receiving the offer.

  • Required: Email, First Name, and Last Name.
  • Address: While the address is optional for many regions, the Zip / Postal Code is mandatory for the USA and Canada to ensure accurate tax calculation.
  • Tax Exempt ID: If the customer is tax-exempt, ensure their valid Tax Exempt ID is associated with their record (or added here if available).
Products

Select the items to include and configure currency or price overrides.

  • Currency: Select the currency for the quote.

    Note: The prospect is required to pay in this specific currency.

  • Product Name: Search for products by name or path.
  • FastSpring automatically populates the Quantity and Price from your catalog, but you can manually override these fields for this specific quote.
  • + Add Product: Click this link to add multiple items to the single quote.
  • (Optional) Select a preexisting Coupon Code to apply a discount.
Terms

Establish the validity period, payment deadlines, and delivery timing.

  • Expiration Date: Enter the number of days the quote link remains valid (e.g., 30 days). If the quote expires, the link will no longer work for the prospect.
  • Net Terms: Enter the number of days after the quote is accepted that the payment is due. This date displays on the quote.
  • Fulfillment Term: Select when the customer receives their product:
    • When payment is received: (Recommended) The product is delivered only after the transaction is settled.
    • When quote is accepted: The product is delivered immediately upon acceptance, before payment is collected.
Notes

Add or edit text that will appear in the Notes section of the quote. This displays at the bottom of the quote for the prospect to see.

  • Notes: Add text visible to the customer (up to 5,000 characters). This is ideal for special terms, personal messages, or contract details.
  • Check Copy to invoice when quote is accepted if you want these notes to persist onto the final invoice document.
Custom Tags

Attach internal metadata to the order for reporting and integration purposes.

  • Click Add Tag to attach internal tracking tags to the quote. These tags are passed to the generated order and can be used for reporting or integration logic.

Once configured, click Create Quote at the bottom of the page.

Fulfillment behavior

Fulfillment actions are configured at the product level.

  • Standard Flow: After a prospect accepts the quote, they can pay immediately or generate an invoice. FastSpring automatically sends fulfillment based on the Fulfillment Term configured in the Terms section.
  • Manual Override: You can initiate a manual fulfillment at any time, even before payment is received.

Manage quotes

Once a quote is created, it enters the Open status. You can modify Open quotes in real time; prospects will see the changes when they refresh their page.

To share a quote with a prospect:

  1. In the FastSpring app, go to Sales > Quotes.
  2. Click on the quote to access the quote details page.
  3. Under Overview > Quote Link (right), click Copy Link.
  4. Paste the URL in a message to your prospect.

Once the prospect accepts the quote (by paying or generating an invoice), the status changes to Pending Payment or Completed, and no further edits can be made.

If the prospect generates an invoice, the order will appear in your orders page below Awaiting Payment. After they pay, FastSpring moves it to your main Orders list.

Updated 9 days ago