--- title: "View Quote Details" url: "https://help.psarev.io/en/article/view-quote-details" language: "en" last_updated: "2026-10-09T19:31:07.301Z" --- # View Quote Details The quote detail view is the single screen used to create, manage, and view all information associated with a quote. Unlike other areas of the system, there is no separate creation screen. When you create a new quote, you are taken directly to this screen to add products and services, proposals, addresses, contacts, and other key details. You can open this screen by clicking on a quote from the *Quotes* tab on a customer profile or the Quotes List, or by clicking the **New Quote** button from either location. | **NOTE:** This article covers the various sections and fields available on the quote detail screen. For more information about the process of creating and editing quotes in Rev.io, see the [Managing Quotes](https://help.psarev.io/en/article/managing-quotes) article. | | --- | ## Header The header identifies the quote and provides a high-level summary of its value, along with actions for managing its status. ![](https://cdn-assets.productfruits.com/e1ce5b1b-2adc-4eab-b8c4-c1fca0d93571) The *header* displays the following information for the selected quote. | No. | **Label** | *Definition* | | --- | --- | --- | | **Header** | | | | 1 | **Quote Number** | *System-assigned number for the quote.* | | 2 | **Status** | *Current status of the quote, displayed as a badge next to the quote number.* | | 3 | **Customer** | *Customer account associated with the quote. Click the link to open the customer profile.* | | 4 | **Date** | *Date the quote was created.* | | **Summary Cards** | | | | 5 | Revenue | The total amount charged on the quote, not including tax, with the MRR and One-Time amounts shown beneath the total. | | 6 | Cost | The total cost of the products on the quote, with the MRR and One-Time amounts shown beneath the total. | | 7 | Tax | *Total tax applied to the quote.* | | 8 | Profit | The revenue minus the cost, with the MRR and One-Time amounts shown beneath the total. | | 9 | Margin % | The profit as a percentage of the revenue, with the MRR and One-Time margins shown beneath the total. | The following actions are available in the header: - Return to the previous screen by clicking the **Back** button. - Deactivate the quote by clicking the **Deactivate Quote** button. - Approve the quote by clicking the **Approve Quote** button. - Create a copy of the quote by clicking the **Duplicate Quote** button. * * * ## Products and Services The *Products and Services* section displays all products and services included in the quote. Click the **\+ Add** button to add a new product or service, or click **\+ Add Your First Service** if no products have been added yet. See the [Adding Services, Products, and Packages to Quotes](https://help.psarev.io/en/article/adding-services-products-and-packages-to-quotes) article for more information. Click the **Adjust Pricing** button to apply a markup or markdown to the price or cost of products on the quote. See the [Adjusting Quote Pricing](https://help.psarev.io/en/article/adjusting-quote-pricing) article for more information. ![](https://cdn-assets.productfruits.com/b9149291-c8b3-45cc-81ce-f6ae07df6afa) * * * ## Proposals The *Proposals* section displays all signable proposal documents associated with the quote. Click the **\+ Add** button to add a new proposal to the quote. See the [Adding Proposals to Quotes](https://help.psarev.io/en/article/adding-proposals-to-quotes) article for more information. ![](https://cdn-assets.productfruits.com/724c1373-7312-4187-b17a-073ed71ec9e7) * * * ## Addresses and Contacts The *Addresses* and *Contacts* sections display the addresses and contacts associated with the quote. You can add existing records from the customer profile or create new ones. The following actions are available in the *Addresses* and Contacts sections. - Add an existing address or contact from the customer record by clicking the **Existing** button. - Add a new address or contact by clicking the **\+ New** button. - Remove or update an address or contact by clicking the ellipsis at the end of the row and selecting from the available menu options. ![](https://cdn-assets.productfruits.com/c79ad1e5-e60f-474f-9e10-1b96b1906945) * * * ## Details The *Details* tab displays key information about the quote and allows you to edit that information. ![](https://cdn-assets.productfruits.com/c50533d5-01e5-4fb2-adfd-6527fab1a24e) Each field on the *Details* tab is defined below. | No. | **Label** | *Definition* | | --- | --- | --- | | 1 | **Description** | *Description of the quote.* | | 2 | **Assigned To** | *The user responsible for managing and following up on the quote.* | | 3 | **Status** | *Status of the quote. Status options include Draft, Sent, Viewed, and Complete. The Status updates automatically once a quote has been sent to a customer, viewed by a recipient, and signed by all signers. **NOTE:** The Status does not update from Viewed to Completed until all signers have added their signatures.* | | 4 | **Status Date** | *Date the current status was applied to the quote.* | The following actions are available on the *Details* tab. - Edit the quote details by clicking the **Edit** button at the bottom right of the *Details* tab. * * * ## Notes The *Notes* tab displays all notes associated with the quote and allows you to add new ones. ![](https://cdn-assets.productfruits.com/65e8c4ca-c723-4316-932b-69d414dff218) Each field on the *Notes* tab is defined below. | No. | **Label** | *Definition* | | --- | --- | --- | | 1 | **Subject** | *Subject or title of the note.* | | 2 | **Message** | *Body of the note.* | The following actions are available on the *Notes* tab. - Add a new quote by entering the **Subject** and **Message** for the note and clicking the **Add Note** button. - Review existing notes on the quote by scrolling down to see note entries added on the *Notes* tab. * * * ## Attachments The *Attachments* tab displays all files associated with the quote and allows you to upload new ones. ![](https://cdn-assets.productfruits.com/11cac889-f9b9-4b6f-9957-33f6e1a4d997) Each field on the *Attachments* tab is defined below. | No. | **Label** | *Definition* | | --- | --- | --- | | 1 | **Click to Browse** | *Click to browse for an attachment on your computer or drag and drop to upload a file.* | | 2 | **Address** | *Address associated with the attachment.* | | 3 | **Description** | *Description of the attachment.* | The following actions are available on the *Attachments* tab. - Add a new attachment to the quote by clicking to browse or dragging and dropping a file. - View file attachments associated with the quote by clicking the attachment in the list. - Delete file attachments associated with the quote by clicking the ellipsis and selecting **Delete** from the menu.