> For the complete documentation index, see [llms.txt](https://docs.buildertek.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.buildertek.com/quotes/create-a-quote.md).

# Quote Creation

BuilderTek allows you to create a Quote directly from the Walkthrough, ensuring all related records remain connected throughout the project lifecycle.

#### Step 1: Open BT Quotes

<img src="/files/So1zivZBHzOeegI6C0pr" alt="" height="253" width="602">

Open the approved Walkthrough and navigate to the "Related" tab.

Scroll down to the "BT Quotes" section.

If no Quote has been created for the Walkthrough, the section will display "0" related records.

Click "New" to create a Quote.

#### Step 2: Enter Quote Details

A new Quote window will open.

<img src="/files/qTZjNWeL7i46LrayiNHd" alt="" height="223" width="602">

Enter the required information, including:

* Quote Name
* Opportunity Name
* Additional project details
* Other applicable fields

Associating the Quote with the Opportunity ensures that customer information is automatically linked to the Quote, reducing duplicate data entry and keeping all project records connected.

Once all required information has been entered, click "Save."

<img src="/files/rtkwcNrQNRxrrnsWxetJ" alt="" height="271" width="602">

Your new Quote is now created.

At this stage, the Quote contains only the basic information and does not yet include pricing or line items.

#### Step 3: Import RFQ Lines

The next step is to populate the Quote with the approved project scope.

<img src="/files/rtkwcNrQNRxrrnsWxetJ" alt="" height="271" width="602">

BuilderTek allows you to import information directly from the awarded RFQ, eliminating the need to recreate pricing and scope items manually.

From the Quote screen, you can:

* Import awarded RFQ lines
* Import Walkthrough lines
* Add products
* Add Quote lines manually
* Perform mass updates

Importing the awarded RFQ is the most commonly used approach, as it carries forward the approved vendor pricing and project scope directly into the Quote.

You also have the flexibility to manually add or modify Quote lines if project requirements change. Lets first understand the Quote Screen and then we will move on to adding RFQ lines to the quote.

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