Quotes & Pricing

Build margin-aware quotes with sections, line items, dynamic formulas, and automatic cost-and-markup calculations. Every quote in Servantium stays accurate and audit-ready.

Quotes are the financial backbone of an engagement, breaking down pricing via sections and line items with automatic calculations.

Creating a quote

Open an engagement and navigate to the Quotes tab.
Click the Create Quote button (or use the New Quote option in the Global Create Menu).
A dialog appears. Enter a quote name. If your organization uses auto-numbering, this field is read-only and displays a preview of the next sequence number.
Select a template from the visual template picker, or choose Start from Scratch to build manually.
Click Create Quote to generate the structure and open the editor.

The quote editor

The quote editor has been redesigned into a unified workspace. At the top of the screen, a central tab bar allows you to switch between:

Lines: The main pricing table and structural breakdown.
Info: Settings and custom metadata for the quote.
Documents: A filtered view of any PDFs generated from this specific quote.

The unified header also includes a quote switcher (if multiple quotes exist), a search bar to instantly filter line items, and a dedicated Quote Notes button to access or capture high-level pricing context. You can rename the current quote by double-clicking its title in the header, or by opening the quote switcher and selecting Rename Quote. Press Escape to cancel or Enter to save your new name. The Actions menu is located in the top right.

Tip

The quote header is fully responsive. On narrow screens or constrained windows, the toolbar seamlessly converts into a horizontally scrollable spillover layout. You can click and drag horizontally across the toolbar (using touch, trackpad, or mouse) to access all hidden tabs and trailing actions without layout overlap.

Quote actions

The Actions menu in the top right corner contains all quote-level commands. From here, you can toggle the visibility of the totals footer, generate AI quotes, create documents, build project plans or resource plans, create templates, and delete the quote.

Quote sections (groups)

Sections organize your quote into logical phases. The editor features a collapsible left sidebar for managing this structure. The sidebar automatically remembers your expanded or collapsed preference across sessions.

Hierarchy: Sections can be nested as subgroups to handle complex pricing. Both sections and line items automatically receive hierarchical numbering. Subsections are numbered first, and direct line items pick up where the subsections leave off (e.g., if section 1 has two subgroups 1.1 and 1.2, its items will be numbered 1.3, 1.4). Canonical numbering is preserved even during filtered searches.
Reordering: Drag and drop sections in the sidebar to reorder them instantly.
Inline Actions: Use the options menu on any section, or the inline buttons at the bottom of a section, to quickly add sub-sections or new line items. You can also click the explicitly labeled Section Notes icon to capture phase-specific context directly on the section header.

Tip

You can apply Tags to individual sections. If you change a section’s tags, Servantium automatically re-evaluates all line items within that section against the Service Catalog, instantly refreshing their pricing and dynamic formulas.

Line items

Each line item represents a specific cost.

Type: Item classification (must be either Resource or Material).
Unit: Unit of measurement (e.g., “hrs”, “days”, “ea”, “sqft”, “licenses”).
Optional: Click the Optional chip (visible on hover) to mark an item as optional. Optional items are excluded from all totals.
Autocomplete: Start typing to fetch default catalog costs, markups, and units. You can use your keyboard’s up and down arrow keys to navigate the dropdown options, and press Enter to make a selection.
Formulas & Pricing: Cost, markup, and discount fields support static numbers or dynamic Python formulas prefixed with = (e.g., "=25.0 if is_enterprise else 50.0"). Discounts are evaluated using decimal rate conventions (e.g., 0.1 for 10%), and inputs greater than 1.0 are automatically normalized to decimal rates.
Keyboard Navigation: Spreadsheet-style vertical and horizontal navigation is fully supported across all editable line item fields (Name, Unit, Quantity, Cost, Markup, and Discount). Press Tab to move right to the next field, Enter to commit your changes and move vertically down to the same column in the next visible row, and Shift+Enter to move up to the previous visible row. Navigation automatically skips collapsed sections and search-filtered hidden rows. Pressing Enter on the last visible row automatically creates a new line item and moves focus to it.
Column Selection & Drag-to-Fill: Select cell ranges across item columns using Shift+Click for contiguous ranges, Ctrl/Cmd+Click for specific cell toggles, or Shift+Arrow Up/Down. Active cells feature a green corner fill handle with a crosshair cursor (Drag to fill). Dragging the handle up or down copies values across target rows with a floating preview. Double-clicking the corner handle automatically auto-fills values down to the end of the section. A floating HUD displays the selected cell count and column name; press Enter to commit batch edits across all selected rows, or Esc to clear the selection.
Custom Properties: Click the expand icon (chevron) next to any line item to open the inline properties form. You can add, edit, or remove dynamic custom data directly on the item. Use the global expand/collapse toggle in the table header to manage all items at once.
Reordering: Drag and drop items between or within sections to reorganize your quote. Reordering within the same section updates items in-place to maintain active expanded views and item focus. Dragging preserves optional status, tags, and custom data attributes, while drag auto-scrolling smoothly navigates long quotes when reaching viewport or window boundaries. Dragged items display an interactive feedback pill with line number, name, and total value.
Deletion: Deleting an item now prompts a safety confirmation dialog to prevent accidental data loss.

Note

Line item fields and columns (Markup, Discount, Unit) dynamically reflect your organization’s active Quoting Features configured in Settings > Info. If your firm does not use markups or volume discounts, administrators can disable those features to simplify quote tables.

Multi Group Wizard

The Multi Group Wizard allows you to bulk-configure items across multiple quote sections based on tag groups. Instead of adding the same roles or materials individually to several phases, you configure them once and map them via tags.

Note

The Multi Group Wizard is only available in the Actions menu if your quote sections have tags assigned to them.

Open a quote and click the Actions menu in the top right.
Select Multi Group Wizard.
Use the Tag Group dropdown in the header to select a category. Tag columns are automatically ordered to match the sequence of your quote sections.
In the left configuration panel, add items from your catalog and set their quantities.
Toggle the tag chips on each item to specify which sections it should apply to.
Review the Combinatorial Preview in the right panel to verify how items distribute across matching sections.
Click Save. A progress indicator displays while navigation is paused during saving. The system automatically creates, updates, or removes line items across the quote to match your configuration.

Margin calculations

Margins calculate automatically at the item, section, and quote level. The quote total bar shows Total Cost, Total Markup, and Total Quote.

Discounts: Quantity-based tiered discounts (configured in Settings) apply automatically when line items hit specified quantity thresholds.

Quote templates

Templates save standard structures and encode default line items, costs, and dynamic formulas.

Note

Massive quote structures (exceeding 500 line items) are fully supported via background batch processing for both templates and AI generation.

AI-assisted quote generation

Servantium’s quote generation is powered by a multi-agent QA pipeline (Generator, Evaluator, Refiner) to ensure precise, business-ready outputs.

Ensure the engagement has notes and/or a template.
Open a quote and click the AI generate button.
The AI reads your notes, historical engagements, and active organization Quoting Features (Markup, Discount, Units). It generates a context-aware quote with appropriate units and pricing rules, automatically setting disabled features to zero and normalizing discounts to decimal rates.
If updating an existing quote, the AI performs surgical micro-edits. It specifically preserves your existing section and line item IDs, adjusting quantities or adding items without overwriting approved data.
Review and finalize the generated structure in the editor.