Create and send quotes

Create a quote to agree on products, prices, and contract terms with your customer. A quote can contain a new subscription, an update to an existing subscription, or a one-off invoice. After signature, Hyperline activates subscriptions, applies updates, and issues invoices according to the settings you selected.

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Create new quote

To create a quote, open Quoting and click Create quote, then select the customer. You can also select Quote from the sidebar’s Create new menu. Select a template or Configure manually when prompted. You can save a quote as a draft and complete it later. You can create multiple quotes for the same customer.

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Quote template

You can use the same quote template for new subscriptions, subscription updates, and one-off invoices, including quotes with multiple configurations when enabled. The template pre-fills shared content and settings; you choose the configurations in Quote details. A linked subscription template can also pre-fill a new subscription. If you want to create a quote from scratch, select Configure manually.

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Name

By default, Hyperline names the quote “Quote ”. You can rename it the way you want, using variables for dates and next quote number.

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Settings

• Expiration date After this date, the customer can still access the quote but can’t sign it.
  In Settings > Quoting, you can allow your customer to still sign the quote by toggling the option “allowed signature after expiration” in the signature section.
• Quote owner The salesperson responsible for the customer and contract. You can change this later in the process, and it may affect whether the quote requires approval based on your configured approval workflows.

• Require tax ID Require company customers to provide a tax identifier before signing the quote. If local tax numbers are enabled for the invoicing entity, the customer can provide either a Tax ID or a local tax number. You control validation and reverse charge enforcement from the invoicing entity’s tax settings.
• Custom properties (if they are configured on your account) Additionally, you can require your customer to fill specific pre-configured custom properties during the quote signature flow. This is useful for non-standard information collection, like country-specific details.
• Require payment method Useful when your customer pays by card or direct debit, as you can start invoicing and collect money directly once the quote is signed.
• Require shipping details Request the customer to add their shipping details as a required part of the quote signature flow.

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Quote configurations

A configuration is one subscription, subscription update, or one-off invoice included in the quote. In Quote details, click Add configuration and select: The configuration form opens directly. Complete it and save to return to the quote editor. If you leave a configuration unfinished, use Configure subscription, Configure update, or Configure invoice to resume it later. Complete every configuration before finalizing the quote. Use the action in a configuration’s header to edit it. Remove removes that configuration and its products from the quote.

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Include multiple configurations

When multiple configurations are enabled for your account, Add configuration remains available below the existing configurations. You can combine different types or add several of the same type. Drag a configuration by its header handle to change its position. If the customer has child customers, select the customer for the next configuration before clicking Add configuration. This lets you include configurations for the quote customer and its direct children in the same quote. For multiple configurations, the PDF includes a contents section and starts each configuration on a new page.

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Quote value

Every quote created must have a set value. You can hide this information from the customer on the quote public page and PDF. By default, Hyperline automatically calculates the quote value based on product prices, billing intervals, committed amounts, coupons, and the subscription or phase duration. For a single subscription configuration, you can edit this value to reflect a commercial adjustment that is not captured by the subscription configuration. With multiple configurations, Hyperline calculates the combined value automatically. To change it, edit the configurations.

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Contract value

Subscription quotes also show a Contract value under Quote value. The contract value is the amount the customer pays over the contract. Hyperline counts every coupon on the invoices it applies to, whatever its duration. On a draft quote, you can edit the contract value if you have the quotes_update permission:

1. Click the edit icon next to Contract value.
2. Enter the new amount and save.

While the value is overridden, it shows a Custom tag. To go back to the calculated value, open the … menu next to the contract value and click Reset.

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Additional information

These fields are rich text fields, where you can style text to structure information, emphasize details and add hyperlinks. You can pre-configure both fields in the quote template.

• Note for customer Freely add text to the quote header. Use it to give contextual information to the customer ahead of signature.
• Contract terms Contract terms appear after the subscription details. Use them to give contractual information. Additionally, you can add pre-configured clauses to the quote by selecting them in the Add from existing clause selector. You can also use added clauses in approval workflows, including when their text is modified before validation.

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Documents

When creating or editing a quote, you can attach documents in the additional information section. This allows you to include custom files such as terms of use or any other relevant document. If you select the option, Hyperline displays these attachments directly on the quote public page and PDF.

• Accepted formats PDF, DOC, and DOCX. Hyperline automatically converts Word documents to a signable PDF on upload, so they embed inline in the customer preview alongside PDFs.
• Maximum file size 5 MB per file.
• Multiple files You can select several files at once from the file picker, and drag documents to reorder them. The order defined here is the order shown to the customer.

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Display

You can modify the information displayed on the quote by clicking the Display button in the bottom floating bar. You can configure all of these in the quote template. For general quote settings, you can show or hide the first invoice amount, quote value, and documents preview. For the subscription preview, you can show or hide phase value and taxes, and configure how price tiers are displayed.

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Discounts on total

Turn on Discounts on total to show discounts that apply to all products in the totals instead of on each line. Use it when you don’t want discounted unit prices to become the reference price in later negotiations. The option is off by default. You can set it in Settings > Quoting, in the quote template, or in the quote’s Display settings. When the option is on, each phase with coupons displays:

• Product lines at their catalog price, with no strikethrough price, no coupon rows, and no per-line tax.
• A totals block after the lines, with the total before discount, one row per coupon (name, rate, duration, and amount), and the total. This block doesn’t show tax.

The quote value shows the amount before discount struck through next to the discounted amount. If you edited the quote value manually, the struck-through amount isn’t shown. Coupons that are 100% off or that only discount usage keep the line display.

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Custom quote layout (beta)

Update the quote layout the way you want with a “what you see is what you get” approach, making the quote as easy to customize as a Notion document. Reorganize blocks, change the wording for all elements and add blocks anywhere. By default, the option is only enabled for Hyperline admins. You can change this in Settings > Team > Roles > Edit.

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Send quote

Once finalized, the quote appears as Ready to send. At this stage, you can decide to:

• Send quote by email to your customer, with a custom message in the email body. Hyperline tracks this email, so you can see every time the customer opens it.
• Generate public link to share it with your customer in the way you prefer.

After this, the quote switches to a Pending signature status.

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Automatic reminders

To follow up on unsigned quotes, create a sequence in Quoting > Reminders. See quote reminders for recipients, timing and stop conditions.

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Edit quote

You can edit a quote anytime before the customer signs it by clicking Edit quote in the Actions dropdown. Editing the quote disables the public quote link and puts the quote back to the Ready to send status.

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Update expiration date

You can update the quote expiration date at any time without editing the entire quote using the Update expiration date action. This is useful if you need to adjust the date following a discussion with your customer or after the quote has expired.

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Public link

Hyperline offers a hosted public page to share a quote with your customer. On this page, the customer can view the entire quote details, access PDF attachments, fill in their billing details, and add their payment method (if required). The customer can also accept and sign the quote directly from this page. See more details in the quote signature page.