Create and send a quote
Learn how to create, send, and accept a quote.
Note
You can use quotes in a sandbox. To finalize, download, or accept quotes in live mode for one-time invoices through the API or Dashboard, you must upgrade to Invoicing Plus. See which plan is right for you.
A quote is a way to show prospective or existing customers the costs for a set of products and services. Quotes show the cost of either a one-off invoice or subscription. When a customer accepts the quote, Stripe automatically creates all relevant invoices and subscriptions. Many sales workflows use this common tool.
Create a customerServer-side
To create a quote, pass in a line item for each product or service. Attach a Customer object to the quote to represent the customer. After you create the customer, store the id in your database so you can use it later. In the next step, you’ll use the customer to create a quote.
Create a quoteServer-side
To create a quote, pass in the Customer and Line items. You can use prices to model the offerings that your business provides. Learn how to set up your product catalogue to use prices with quotes.
You can add each offering from your business to the quote as a line item by specifying the price and quantity. For example, if you were to create a quote for a monthly software licence that comes with a one-off consultation fee to install the software, the quote would contain two line items:
- The first line item represents five licenses of the 100 USD per month per license cost of the software.
- The second line item represents the one-time 1000 USD consultation fee.
A newly created quote has a draft status. You can modify draft quotes by adding or removing line items.
Send a quoteServer-side
When you’re ready to send the quote to your customer, you can move it to an open state by finalising the quote. Because the quote is for a specific customer, you must attach a Customer object to it before it can transition to the new state.
After you finalize a quote, you can download the PDF, which contains an overview of the quote. Attach it to an email and send it to your customer.
You can also set a header, footer and description on your quote, which the PDF displays. You can specify the default settings for the header, footer and description in the Quote template. Remember to keep the quote in an open state while your customer reviews it.
Mark a quote as acceptedServer-side
After the customer agrees to the quote, move it to the accepted state, which automatically creates an invoice or subscription (depending on whether you’ve added line items with a recurring price). When you use a quote for one-off payments, Stripe creates an invoice in the draft state. You can make modifications to your invoice before sending it to your customer.