Quote Page Overview

The Quote feature in Appliance.io is where every sale begins. It allows you to create, edit, and manage customer quotes before they become orders. From products and pricing to delivery details, notes, and payments, the Quote page gives you full control to build accurate, professional quotes and move customers confidently toward checkout.

To get started, click Start a Quote — you’ll find it in the top-left corner of every page in Appliance.io.

From there:

You’ll be taken directly to the Quote page.

At the top of the page, you’ll see the Quote Number.
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For example: 1-208324

Next to it is the Customer Class, which acts as a tag to identify the type of quote:

This helps with reporting, filtering, and internal organization.

On the top-right corner of the Quote page, you’ll find several powerful tools:

Below the quote number, you’ll see a 2-week expiration date.
This helps you track quotes that may need follow-up. Expired and active quotes can always be reviewed from the My Quotes page.

The Billing and Delivery Information section contains the customer’s contact and address details.

You can edit this section by clicking the pencil icon. From here:

While editing billing information, you can select Choose From Existing Customer.
This automatically fills in details from a saved customer — similar to copying customer information.

For delivery confirmation, you can select from the customer’s saved addresses or add a new one.

To permanently update customer records, click the customer’s name to open their Customer Profile.

Next to the billing and delivery section, you’ll see:

Below that, you can:

On the left side of the page, you’ll find Line Items.
This is where you add products to the quote.

Line items include product details, pricing, discounts, and taxes.
For a full walkthrough, refer to the Add Line Items article here.

The Customer Credit section appears in blue for easy visibility.

This shows how much available credit the customer can apply to the quote.
When applied, customer credit can:

More details are available in the Customer Credit article.

You can add notes to the quote by clicking Add Notes.

We highly recommend adding Delivery Notes for any quote or order involving delivery.

There are four types of notes:

You can also attach files if needed.
To set a default note that appears on every quote for a customer, update it from the Customer Profile.

On the right side of the page, you’ll see the Total Balance Due.

This section updates automatically once line items are added.
It reflects payments, customer credit, taxes, and the final amount owed.

For a deeper breakdown, see the Create a Quote article.

That’s a complete walkthrough of the Quote page in Appliance.io.
From customer details and notes to line items, credit, and balance due — everything you need to build a professional quote is right at your fingertips.

Create confidently, follow up easily, and turn quotes into orders faster with Appliance.io.