Creating and sending a quote

Start a quote for a client, build its price, and send it by email with a link to the online quote.

This article is being updated.

Quotes live in Quoting, on the Quotes tab. Quoting shows by default for businesses that deliver work as jobs. If your business runs members, it's hidden unless someone turns it on in Settings → Modules.

Start a quote

1. Go to Quoting → Quotes and select New quote.
2. Under Client, search for the organisation or contact the quote is for. If they have sites, you can pick one.
3. Add a one-line Description if you like, then select Create quote.

The quote opens in the builder as a Draft. It gets its number when it's created.

Build the price

The builder works down the page:

• Job Details - the issue date, Valid until (set when you send if you leave it blank), the client, the site and the Job type.
• Scope of works - the client's Scope of Works lists each section's name and description in order, an optional section in its own place, marked Optional. Here you add an intro, your Inclusions (what the client is getting - each becomes a deliverable on the won job) and your Exclusions, each printed under its own heading, and attach a scope document and plans or photos. To move an item to the other list, open its menu and choose Move to exclusions or Move to inclusions.
• Products from your price book, your equipment (once your business has some in Equipment), Labour and Materials & Other Costs - the lines that make up the price. Labour sell rates come from your Cost rates tab.
• Quote Summary and Profit Check - the total, your true cost and your profit margin.
• Payment schedule and Terms & Conditions.

To give the client a choice, use Add option above the sections. Each option is priced separately.

Select Preview to see the document the client gets. Print / PDF prints it or saves it as a PDF.

Send it

1. In the builder, select Send.
2. Pick the Recipient from the client's contacts. A contact without an email address, or whose email has bounced, can't be picked.
3. If the quote has more than one option, tick the Options to send. Each option goes as its own document.
4. Add a Note if you like. It appears in the email above the document.
5. Select Send.

The email carries the document and a link to the online quote. The quote now shows as Presented, and Copy link appears so you can share the link another way.

Handed the quote over in person? Select Mark presented instead. It changes the status without sending anything.

When a quote needs approval

Your business can set a quote total at which sending needs approval, in Quoting → Settings → Send approval. A quote at or above it shows a banner in the builder. Select Submit for approval, or select Send and it's submitted for you. Once it's approved, the banner reads Ready to send.

What your client sees

The link opens the quote online. Your client can Accept or Decline it by typing their full name. Accepting marks the quote Won. Declining marks it Lost. Either way, the person who created the quote gets a notification.

You can also mark the outcome yourself. From the quote's menu in the list, choose Mark won, Mark lost or Mark abandoned.

Changing a sent quote

A presented quote can't be edited. Open it and select Revise to start a new draft under the same number. The earlier version then reads Superseded. If your client opens the old link, they're told a newer version exists.

Duplicate copies any quote into a fresh draft with a new number.