With AR Automation, you can create and manage your invoice and subscription-based quotes, which are customizable documents that can be sent to recipients for electronic signature. Quotes automatically create an invoice or subscription once completed by all its recipients.

Create a new quote

1. In the left navigation panel, go to Customers > Quotes.
2. Click New Quote.
3. Select Subscription-based quote or Invoice-based quote.
4. Configure your quote settings.
5. Click Save & Review.
6. Review the quote and complete any needed steps, such as signing the quote or making any modifications to the quote's appearance.
7. To modify/add recipients to the quote, click the Roles tab.
8. Optionally, select Enable signing order. If selected, the first user in the list will receive the quote first. When they are finished with the quote, then the next user in the list will receive the quote, and so on. Reorder the list by clicking and holding on the role, then dragging it to the desired location in the list.
9. To add a new recipient, click Add New Role and fill out the following information:
   • Role Name
   • Recipient First Name
   • Recipient Last Name
   • Recipient Email
   • Request to enter billing info — Select this to request that the recipient enter their billing details.
   • Request contact info from other recipient — If Enable signing order was selected, you can select this option to request that the recipient enter the contact information of the next recipient to receive the quote.
   • Has to choose plan — For subscription-based quotes where there are multiple billing plans, select this option to request that the recipient selects a plan.
10. When you are done reviewing and modifying the quote, click Send.

Quote settings