> ## Documentation Index
> Fetch the complete documentation index at: https://hc.starbridge.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quoting

> Build and submit a quote against a co-op vehicle, and follow it through to a purchase order.

**Quoting is how a live deal gets transacted through a co-op vehicle.** You build the quote, Starbridge reviews and issues it, and your buyer purchases off the contract.

## What a quote covers

* **The vehicle and term.** Which approved co-op contract the deal sells through, and how long it runs.
* **Who it's for.** Your details, Starbridge as the distributor, and your end customer.
* **What you're quoting.** Line items you add in Starbridge, or your own quote PDF.
* **Terms and your EULA.** Any terms of your own, plus the EULA from onboarding.

## Building the quote

Start from **"Build a new quote"** and pick how you want to create it.

<Frame caption="The two ways to create a quote.">
  <img src="https://mintcdn.com/starbridge/xBMnkYqnwSAbdXnc/images/help-center/contract-vehicles/quoting/01-build-a-new-quote.png?fit=max&auto=format&n=xBMnkYqnwSAbdXnc&q=85&s=0b22615c5480f84a53c6d838d0babc90" alt="The Build a new quote screen, with Build with Starbridge and Upload a PDF options" width="1586" height="614" data-path="images/help-center/contract-vehicles/quoting/01-build-a-new-quote.png" />
</Frame>

<Tip>
  Build with Starbridge by default. Upload a PDF only when you already have an internal process that produces complete, correct quotes.
</Tip>

<Tabs>
  <Tab title="Build with Starbridge">
    <Steps>
      <Step title="Co-op contract and term">
        Pick the vehicle this quote sells through, then set how long the deal runs.

        <Frame caption="Step one sets the vehicle, the term, and the payment schedule.">
          <img src="https://mintcdn.com/starbridge/xBMnkYqnwSAbdXnc/images/help-center/contract-vehicles/quoting/02-coop-contract-and-term.png?fit=max&auto=format&n=xBMnkYqnwSAbdXnc&q=85&s=decf1e9cf535c0d76bf0a3787d4d2f26" alt="The Co-op contract and term step, with a cooperative contract selected and a four year term" width="1852" height="1040" data-path="images/help-center/contract-vehicles/quoting/02-coop-contract-and-term.png" />
        </Frame>

        Only vehicles you've been approved on are listed. If you don't know which one your buyer wants, answer **"No"** and Ask Starbridge opens alongside with prompts for working it out.

        On a multi-year deal, the contract end date is set from your start date and term length, and you choose a payment schedule of **"Paid in full at signing"** or **"Billed annually"**.
      </Step>

      <Step title="Who this quote is for">
        Your details come from onboarding. Change anything that's different on this quote.

        <Frame caption="Supplier details arrive pre-filled from onboarding and stay editable.">
          <img src="https://mintcdn.com/starbridge/xBMnkYqnwSAbdXnc/images/help-center/contract-vehicles/quoting/03-who-this-quote-is-for.png?fit=max&auto=format&n=xBMnkYqnwSAbdXnc&q=85&s=36f43d9b17610815c3fa112560506dd3" alt="The Who this quote is for step, with quote title, supplier info, and distributor info" width="1852" height="1040" data-path="images/help-center/contract-vehicles/quoting/03-who-this-quote-is-for.png" />
        </Frame>

        The distributor block is Starbridge and can't be edited. Your customer is picked from a list.
      </Step>

      <Step title="Add line items">
        One line per product, with its quantity and what it costs.

        <Frame caption="A line item spanning four contract years, with the discounted price calculated for you.">
          <img src="https://mintcdn.com/starbridge/xBMnkYqnwSAbdXnc/images/help-center/contract-vehicles/quoting/04-add-line-items.png?fit=max&auto=format&n=xBMnkYqnwSAbdXnc&q=85&s=4e6c78fe5070a406d624d0aa6ecff594" alt="The Add line items step, showing product name, quantity, contract years, target customer cost, and Starbridge discounted price" width="1852" height="1040" data-path="images/help-center/contract-vehicles/quoting/04-add-line-items.png" />
        </Frame>

        Prices must be at or below your price list ceilings. **"Target customer cost"** is what your buyer pays. **"Starbridge discounted price"** is calculated from it, net of your agreed distribution discount.

        Every line needs a product name, a quantity, and the target customer cost. On a multi-year deal it also needs at least one contract year, and a single line can span several of them.
      </Step>

      <Step title="Terms">
        Optional. Add any terms of your own.

        <Frame caption="A free text field for terms specific to this deal.">
          <img src="https://mintcdn.com/starbridge/xBMnkYqnwSAbdXnc/images/help-center/contract-vehicles/quoting/05-terms.png?fit=max&auto=format&n=xBMnkYqnwSAbdXnc&q=85&s=ce30ba5795738a732181069b7d1ae166" alt="The Terms step, with a free text field" width="1852" height="1040" data-path="images/help-center/contract-vehicles/quoting/05-terms.png" />
        </Frame>
      </Step>

      <Step title="End user license agreement">
        The EULA you gave us during onboarding attaches to every quote you send. Confirm it here.

        <Frame caption="Confirming the EULA on file before the quote goes out.">
          <img src="https://mintcdn.com/starbridge/xBMnkYqnwSAbdXnc/images/help-center/contract-vehicles/quoting/06-eula.png?fit=max&auto=format&n=xBMnkYqnwSAbdXnc&q=85&s=f515edc9678a3d854520433f94f56591" alt="The End user license agreement step, with a confirm action and a note on changing your EULA" width="1852" height="1040" data-path="images/help-center/contract-vehicles/quoting/06-eula.png" />
        </Frame>

        To change it, email [coops@starbridge.ai](mailto:coops@starbridge.ai) and we'll update the copy attached to your quotes.
      </Step>

      <Step title="Review quote">
        Check the whole quote, then click **"Submit quote"**.

        <Frame caption="The review step, with a multi-year quote broken out year by year.">
          <img src="https://mintcdn.com/starbridge/xBMnkYqnwSAbdXnc/images/help-center/contract-vehicles/quoting/07-review-quote.png?fit=max&auto=format&n=xBMnkYqnwSAbdXnc&q=85&s=a0e64a4bdcbda6eaec21e7b470a93918" alt="The Review quote step, showing issue and expiry dates, supplier, customer and distributor blocks, and line items grouped by contract year" width="1852" height="1040" data-path="images/help-center/contract-vehicles/quoting/07-review-quote.png" />
        </Frame>

        A multi-year quote breaks out year by year, with the first year marked **Due now**. The quote carries an issue date and an expiry date, and starts as **Pending**.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Upload a PDF">
    Attach a quote you've already made. Five steps, and your line items stay in the file.

    <Steps>
      <Step title="Co-op contract and term">
        Pick the vehicle this quote sells through, then set how long the deal runs.

        <Frame caption="The first step sets the vehicle, the term, and the payment schedule.">
          <img src="https://mintcdn.com/starbridge/xBMnkYqnwSAbdXnc/images/help-center/contract-vehicles/quoting/02-coop-contract-and-term.png?fit=max&auto=format&n=xBMnkYqnwSAbdXnc&q=85&s=decf1e9cf535c0d76bf0a3787d4d2f26" alt="The Co-op contract and term step, with a cooperative contract selected and a multi-year term" width="1852" height="1040" data-path="images/help-center/contract-vehicles/quoting/02-coop-contract-and-term.png" />
        </Frame>

        Only vehicles you've been approved on are listed. If you don't know which one your buyer wants, answer **"No"** and Ask Starbridge opens alongside with prompts for working it out.

        On a multi-year deal, the contract end date is set from your start date and term length, and you choose a payment schedule of **"Paid in full at signing"** or **"Billed annually"**.
      </Step>

      <Step title="Upload your quote">
        Name the quote, confirm who it's for, and attach your PDF.

        <Frame caption="Naming the quote, picking the customer, and attaching the PDF.">
          <img src="https://mintcdn.com/starbridge/xBMnkYqnwSAbdXnc/images/help-center/contract-vehicles/quoting/08-upload-your-quote.png?fit=max&auto=format&n=xBMnkYqnwSAbdXnc&q=85&s=d13ff39eb12c2f1286b518d9cd1d5cd6" alt="The Upload your quote step, with a quote title, customer name, and a Quote PDF upload" width="1852" height="1040" data-path="images/help-center/contract-vehicles/quoting/08-upload-your-quote.png" />
        </Frame>

        <Accordion title="What your quote needs to include" icon="list-check">
          Your PDF has to carry the same information the Starbridge builder collects:

          * **Your details.** Supplier name, address, and who prepared the quote, with an email.
          * **The customer.** The buying entity, its address, and your contact there.
          * **Starbridge as the distributor.** Starbridge.AI, Inc., 60 Chelsea Pier, New York NY 10019.
          * **The co-op vehicle.** Which contract the deal sells through.
          * **The term.** Contract start and end dates, plus the payment schedule on a multi-year deal.
          * **Line items.** Each product with its quantity, the years it covers on a multi-year deal, and two prices: the target end customer price, and the price to Starbridge net of your agreed distribution discount. Prices must be at or below your price list ceilings.
          * **Any terms of your own.**
        </Accordion>

        Ask Starbridge sits under the upload and can answer the same question against your own setup.
      </Step>

      <Step title="End user license agreement">
        The EULA you gave us during onboarding attaches to every quote you send. Confirm it here.

        <Frame caption="Confirming the EULA on file before the quote goes out.">
          <img src="https://mintcdn.com/starbridge/xBMnkYqnwSAbdXnc/images/help-center/contract-vehicles/quoting/06-eula.png?fit=max&auto=format&n=xBMnkYqnwSAbdXnc&q=85&s=f515edc9678a3d854520433f94f56591" alt="The End user license agreement step, with a confirm action and a note on changing your EULA" width="1852" height="1040" data-path="images/help-center/contract-vehicles/quoting/06-eula.png" />
        </Frame>

        To change it, email [coops@starbridge.ai](mailto:coops@starbridge.ai) and we'll update the copy attached to your quotes.
      </Step>

      <Step title="Terms">
        Optional. Add any terms of your own.

        <Frame caption="A free text field for terms specific to this deal.">
          <img src="https://mintcdn.com/starbridge/xBMnkYqnwSAbdXnc/images/help-center/contract-vehicles/quoting/05-terms.png?fit=max&auto=format&n=xBMnkYqnwSAbdXnc&q=85&s=ce30ba5795738a732181069b7d1ae166" alt="The Terms step, with a free text field" width="1852" height="1040" data-path="images/help-center/contract-vehicles/quoting/05-terms.png" />
        </Frame>
      </Step>

      <Step title="Review quote">
        Check the quote, then click **"Submit quote"**.

        <Frame caption="The review step for an uploaded quote, with the PDF attached in place of line items.">
          <img src="https://mintcdn.com/starbridge/xBMnkYqnwSAbdXnc/images/help-center/contract-vehicles/quoting/09-review-quote-pdf.png?fit=max&auto=format&n=xBMnkYqnwSAbdXnc&q=85&s=9df949d79b7a86140812077861008365" alt="The Review quote step for a PDF quote, showing the attached file and a confirmed EULA" width="1852" height="1040" data-path="images/help-center/contract-vehicles/quoting/09-review-quote-pdf.png" />
        </Frame>

        Your PDF shows as an attachment you can open with **"View quote"**, and the EULA reads **Confirmed for this quote**. There's no line item breakdown here, because those live in your file.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## What happens after you submit

<Steps>
  <Step title="Starbridge reviews your quote">
    We check the details. If anything needs changing it comes back to you to resubmit.
  </Step>

  <Step title="We issue our quote to the cooperative">
    Once yours is clean, Starbridge issues its own quote to the cooperative.
  </Step>

  <Step title="The cooperative runs its own check">
    Questions come to Starbridge first. We answer what we can, and come to you only when we need detail that has to come from you.
  </Step>

  <Step title="The quote goes to your buyer">
    Once there are no further questions, it goes out.
  </Step>
</Steps>

## From quote to purchase order

<Steps>
  <Step title="The PO is issued to Starbridge">
    Your buyer issues the purchase order against the quote.
  </Step>

  <Step title="Starbridge issues it to you for signing">
    You sign the purchase order.
  </Step>

  <Step title="You deliver the product and provide proof of delivery">
    Signing obligates you to deliver, and to evidence that delivery.
  </Step>

  <Step title="You get paid">
    Payment follows the proof of delivery.
  </Step>
</Steps>

If your buyer raises issues instead of issuing a PO, where it goes depends on what kind:

* **Contract level.** Reissued and sent back to the buyer, without restarting the quote.
* **Pricing or EULA.** Comes back to you to renegotiate, and the quote starts over.

## Questions about a quote

Ask Starbridge sits alongside every step of the quote builder and can answer most questions as you go. For anything specific to a live deal, reach out to your GTME.

## Related articles

<CardGroup cols={2}>
  <Card title="Onboarding" icon="clipboard-check" href="/contract-vehicles/onboarding">
    Get approved on the co-ops you want to sell through, and set your price list ceilings.
  </Card>

  <Card title="Contract Vehicle Access" icon="bolt-lightning" href="/contract-vehicles">
    How contract vehicles work, what qualifies, costs, and timelines per vehicle.
  </Card>
</CardGroup>
