Quotes move work from an enquiry or customer discussion into a reviewable proposal.
Before you begin
Have the customer and, where relevant, the property and scope of work ready.
How to create and send a quote
- Open Quotes.
- Select Create Quote.
- Select the customer and complete the quote details and items for the proposed work.
- Save the quote as a draft and review the scope, pricing and recipient details.
- Open the saved quote and use Send when it is ready for the customer.
What happens next
The quote remains visible in the Quotes workspace with its draft, sent, accepted, declined or cancelled status.