Note: Quoting is being rolled out to Free and Starter plans in phases. If you don't see it in your account yet, it will become available soon.
What is Quoting for Free and Starter plans?
Quoting on Free and Starter plans is a streamlined, inline tool that lets you create simple, professional quotes to send with your agreements. It replaces the legacy Pricing table feature and gives you a faster, more intuitive way to add line-item pricing to your documents.
Key design: Quoting on Free and Starter uses inline editing only — no full-screen editor. This keeps things focused on the essentials.
Who can use Quoting?
Plan | Quoting availability |
Free, Starter | Quoting (inline, core feature set) |
Business, Enterprise | Quoting with full feature set |
What's included in Quoting (Free & Starter)
Feature | What You Get | Limits |
Line Items | Add, remove, reorder, set quantity | None |
Columns | Product, Price, Qty, Total, SKU | Standard columns only |
Pricing | Flat one-time pricing (per-unit rates) | No recurring, volume-based, or tiered pricing |
Discount | Single % discount column | 1 column only |
Tax | Single % tax column | 1 column only |
Totals | Auto-calculated subtotal + total | No grand total breakdowns |
Sections | 1 main section (renameable) | No additional sections |
Currency | Single currency per document | One currency per doc |
Products | Create products inline as you build | No product catalog or library |
Recipient Options | None | N/A |
Editor Mode | Inline editing | No full-screen editor |
How to create your first quote
Open a document or template
Click the + (Add content) icon between blocks, then select Quote OR
Select Insert in the top menu bar, then select Quote
Fill in your line items: product name, unit price, and quantity (totals calculate automatically)
Add a discount or tax percentage if needed
Review your quote total
Send the document to your recipient
Upgrade for advanced quoting (Business & Enterprise)
Business and Enterprise plans include:
Multiple sections — Organize quotes into separate areas (products, services, support, etc.)
Additional columns — Add custom columns beyond the standard set
Display settings — Control how the quote appears to recipients
Product catalog — Build and reuse a library of products with pre-set pricing
Recurring pricing — Add subscriptions, volume discounts, and tiered pricing
Full-screen editor — More control and flexibility when building complex quotes
Pricing Table is being retired
If you're on Starter and currently using Pricing Table, Quoting is the new standard. All pricing functionality has moved to Quoting with a simplified but capable feature set designed for core quoting needs.