Create a sample quote with items, discount and totals.
Items
Sample services of a fictitious studio.
Strategy workshop
Implementation support
Peak doesn't guess tax. Choose the rule that applies to you.
Sample draft
Quote
To: Sample Customer Ltd. (fictitious)
Number and date after saving
Items
Performance
Quantity
Unit price
Amount
Strategy workshop
2 Days
1.800,00 €
3.600,00 €
Implementation support
10 Hours
140,00 €
1.400,00 €
Subtotal
5.000,00 €
Total (excl. tax)
5.000,00 €
Valid 30 days · Payment: 14 days net
Example
Fictitious sample data. Nothing of yours yet.
Adopt as your own draft
Optional: with a free account this becomes exactly one private quote draft. You don't have to enter anything again. You choose customer, sending and signature yourself afterwards.
✓Items is taken over: 2 Positionen mit Menge, Einheit und Einzelpreis
✓Discount is taken over: no discount
✓Tax is taken over: Without tax (example)
✓Validity is taken over: 30 days from the takeover date
✓Payment is taken over: 14 days net
○Customer is not taken over: The example customer is fictitious and is not taken over. You choose your real customer in the app.
○Number and sender is not taken over: assigned by Peak on saving from your sales settings
○Layout is not taken over: Your quote uses the letterhead and layout of your workspace.
This is still the unchanged example. Adjust quantities, prices or terms, then you can take it over.
