> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcsolar.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and send a quote

> Work through the builder from customer selection to the issued offer.

**Open:** **Quick Create Quote** or the new-quote action in **Quotes**.

<Steps>
  <Step title="Choose the customer">
    Search for the existing customer and opportunity. Confirm email, phone and installation address. Resolve any duplicate warning before continuing.
  </Step>

  <Step title="Review site information">
    Review the customer form, uploaded bill and site details. Request missing photos or information. See [site information](/quoting/site-information).
  </Step>

  <Step title="Select services and energy profile">
    Choose solar, battery or the supported combination. Enter the energy profile or use [bill analysis](/quoting/bill-analysis). Only the equipment steps relevant to the chosen services appear.
  </Step>

  <Step title="Select solar and battery equipment">
    Choose the exact package, panel model, quantities, inverter, battery and phase-compatible equipment. Review installation conditions, panel removal, extra storeys, cable runs and indoor requirements. Check [Roof Vision](/quoting/roof-design) when available.
  </Step>

  <Step title="Review savings">
    Confirm usage, tariff and existing-system assumptions in the energy/savings step. Review the estimate and any warnings. If savings are omitted, the customer preview must reflect that.
  </Step>

  <Step title="Review pricing, incentives and payment">
    Check the package-price basis, dated STCs, other selected benefits, services, discounts and the final total. Choose direct payment or configured finance and review all milestones and fees.
  </Step>

  <Step title="Review the bill of materials">
    Check exact equipment and quantities plus any required detailed materials. Internal costs and notes belong in the internal review, not customer copy.
  </Step>

  <Step title="Preview, then send">
    Open the customer preview. Check the recipient, site, selected system, total, savings, payment schedule and agreement. Use the final confirmation to issue the quote. Confirm the quote appears in the register and review delivery warnings.
  </Step>
</Steps>

## Before you click send

A draft is not an issued offer. Sending fixes the commercial snapshot used by the customer page and PDF. Later catalogue changes do not automatically change that issued quote.

Check [incentives and STCs](/quoting/incentives-stcs), [payments](/quoting/payment-options) and [follow-ups](/quoting/follow-ups) before your first live send.

## ArgonixIntelligence in this workflow

Bill extraction and supported recommendations reduce preparation work. Review all inputs and the final customer document yourself; intelligence does not approve eligibility or commercial terms.


## Related topics

- [5. Build a confident quote](/sales-onboarding/quote.md)
- [1. Find your workspace](/sales-onboarding/workspace.md)
- [7. Get ready for your first customer](/sales-onboarding/ready.md)
- [Create your organisation](/setup/onboarding.md)
- [Make calls and send SMS](/customers/calls-sms.md)