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A quote is a priced offer. It’s worked up from a submission: a single submission can produce many quotes (different options, structures, or revisions), and the quote that’s accepted binds into a policy. A quote carries the proposed terms — what’s being covered, the structure, and the pricing result — for one possible version of the deal.
Quote detail page showing primary insured, policy term and type (Claims Made), and a General Liability coverage with per-occurrence and aggregate limits.

A quote in the app — its details and coverages, with actions to jump back to the submission or to the bound policy.

Working in the app? See the Quotes feature reference for the list view, detail tabs, statuses, and actions.

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How its data works

A quote is a set of fields configured per company. The platform requires a handful — a system-assigned quote number, a status, and the primary insured’s name — and your configuration defines the rest, including the coverage structure and any custom fields. A quote’s status starts in progress and moves through your configured workflow. Pricing produces a rating result that’s stored on the quote. The quote also holds the proposed policy term (start and end dates), which carry over if the quote binds.

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What it connects to

The quote sits in the middle of the chain: Submission → Quote → Policy.
A quote and its submission are created together. In the app, the Create Submission button opens a new quote, and saving it creates the parent submission and this quote in one step — so a quote created this way always has a submission. (Use New Quote to add further quotes to an existing submission.) That pairing is the norm, but it isn’t strictly enforced: at the data-model / API level the submission link is optional, and can even be changed later. See Submission for the other side of this flow.

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Files, Notes & Contacts

In the app, a quote has a Notes tab only (no Files or Contacts tabs). Note that the API is broader than the in-app tabs — see the overview.
API. Managed through the unified entity CRUD surface as quote. See the Entities API overview.Framework-required fields.Additional fields are configured per company; discover them via the /entities/quote/configuration endpoint.