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

# Writing the quote content

> Write the proposal in the rich text editor, personalize it with variables, and insert live billing blocks with commands.

The quote document is written in a rich text editor. It holds everything the customer will read: the proposal text, the terms, and the pricing. The pricing is not pasted in as text. It is inserted as billing blocks that Lago executes when the order runs.

## Rich text and capabilities

The editor works like a modern document editor. An empty line shows the hint **"Type / for commands..."**. The toolbar covers standard formatting: headings, bold and italic, colors, lists, alignment, links, tables, code blocks, and images (PNG, JPG, WEBP, GIF under 5MB). Markdown syntax is also accepted and converts as you type. Hover a block to move or delete it. Cmd+Z restores deleted blocks.

The document saves automatically: a chip in the header shows **"Saving..."**, then **"Saved"**, or **"Save failed"** with a retry button.

**"Preview"** renders the document as the customer will see it, in the customer's document language. **"Download PDF"** uses that same rendering: the preview is exactly what the customer receives.

## Variables

Type `@` to insert a variable: a dynamic value that fills in automatically, so one quote structure personalizes itself per customer.

In the editor, a variable appears as a pill, for example `@Customer name`. In the preview and PDF, it is replaced by the actual value. A variable with no value renders as nothing.

| Variable                  | Fills in with                                  |
| ------------------------- | ---------------------------------------------- |
| Customer name             | The customer's display name                    |
| Customer email            | The customer's email                           |
| Organization name         | Your organization's name                       |
| Organization logo         | Your organization's logo                       |
| Billing entity name       | The billing entity's name                      |
| Billing entity legal name | The billing entity's legal name                |
| Billing entity address    | The billing entity's address                   |
| Billing entity tax ID     | The billing entity's tax identification number |
| Billing entity email      | The billing entity's email                     |
| Quote number              | The quote's number                             |
| Quote date                | The quote's date                               |
| Quote version             | The version number                             |
| Quote currency            | The quote's currency                           |
| Term duration             | The duration between the start and end dates   |
| Start date                | The deal's start date                          |
| Payment terms             | The applicable net payment term                |

Variable values are frozen at approval. If the customer's name changes afterwards, the order form keeps the value it was approved with.

## Commands for structure

Type `/` to insert document elements: `Heading 1`, `Heading 2`, `Heading 3`, `Bullet List`, `Table`, `Code Block`. Ordered lists, links, and images are inserted from the toolbar.

## Commands for billing blocks

Three more commands insert live billing blocks. Each opens a drawer where you configure the block, and that configuration is what Lago provisions at execution: the document and the billing configuration are the same thing.

In the document, a billing block appears as a card. In the preview and PDF, it renders as a pricing table with the note "All prices exclude any applicable taxes". All blocks use the quote's currency. A partially configured block cannot be saved.

### The `Pricing` command

The pricing block. Type `/` and select `Pricing` to insert it.

On subscription quotes (**"Pricing for a subscription"**):

1. Select a **"Plan"** from your catalog. On an amendment, the subscription context is already set;
2. Adjust the settings cards: **"Subscription settings"** (external ID, name, anniversary or calendar billing, start and end dates), **"Invoicing & payments settings"**, **"Plan settings"**, and the **"Subscription fee"**;
3. Override prices where needed: subscription fee, fixed charges, usage charges, minimum commitment, progressive billing; and
4. Click **"Save edits"**.

Only changed fields are saved as overrides; everything else follows the catalog plan. Overrides follow the same rules as subscription overrides: you can only override what is already overridable.

On one-off quotes (**"Pricing for one-off invoice"**):

1. Click **"Add an add-on"** and select an add-on from your catalog;
2. Set the **"Units"** and **"Unit price"** for each line;
3. Optionally click **"Edit"** on a line to set billing period dates, invoice display name, and description, shown on the invoice PDF; and
4. Click **"Save edits"**.

### The `Discount` command

Applies a coupon. Type `/` and select `Discount` to insert it. Subscription quotes only. Several discount blocks allowed.

1. Select a **"Coupon"** (only active coupons are listed);
2. Adjust the prefilled **"Amount"** or **"Percentage rate"**, and the **"Frequency"** (once, recurring, or forever); and
3. Click **"Save edits"**.

### The `Credits` command

Adds prepaid credits. Type `/` and select `Credits` to insert it. Subscription quotes only. Each block configures one wallet, up to 5 per quote.

1. Configure the wallet through its four cards: **"Credits and wallet settings"** (name, credit rate, priority, expiration, top-up limits, PO number), **"Wallet scope limitation"**, **"Free and paid credits"**, and **"Wallet recurring top-up rule"**; and
2. Click **"Save edits"**.

The settings are the same as when [creating a wallet](/docs/guide/wallet-and-prepaid-credits/overview) directly on a customer. The difference is timing: the wallet is only created when the order is executed.