Quotes

Internal quoting workspace • VEX Robotics

Quote #	Status	Date	Title	Organization	Owner	Total

Client only receives a clean approval link. Everything else is internal.

Quick Templates

Loading templates... (open a quote to save new ones)

Recipient / End Customer Details (what appears on the quote)

Edit the VEX team or customer this quote is prepared for. (Your M365 login identifies you as the quote creator internally.)

Title / Project

Team / Organization

Contact Name

Email

Valid Until

Line Items

Item	Qty	Unit Price	Line Total

Pricing

Subtotal $0.00

Tax %

$0.00

Total $0.00

Internal Notes

Live from Autotask + Free Distributor Lookup (Digi-Key/Mouser) for photos & specs.

Clients / companies — used to know who to send the quote email to

Save and reuse common packages of items

Save templates from inside the Quote Editor

Template Name	# Items	Created

To create a template: open or create a quote, add your items, then click "Save as Template" in the editor.