Quotes, Quote Builder and Quote Revisions
Guides for quote lists, quote details, builder workflows, totals, PDFs, follow-ups, notices and quote conversion.
Quotes list
Use the quotes list to review draft, sent, accepted and declined quotes, search quote records, open Quote Builder, and manage quote actions.
Quote detail overview
Use the quote detail page to review quote content, send the quote, generate documents, manage follow-ups, update neighbour details and track revisions.
Quote builder overview
Use Quote Builder to add fence runs, attach gates, generate materials and labour, add manual items, and review quote totals.
Add quote runs
Add quote runs in Quote Builder by selecting a fence model, entering measurements, setting run attributes and attaching gates where needed.
Update quote runs
Update quote runs in Quote Builder when measurements, fence model selections, colours, heights, suppliers or gate details change.
Delete quote runs
Delete quote runs or attached gates from Quote Builder when they should be removed from the estimate, generated items and quote total.
Add manual quote items
Add manual quote items in Quote Builder when an estimate needs a custom line item with its own quantity and unit price.
Update quote totals
Quote totals update after run, gate and item changes so subtotal, GST and linked project contract value stay aligned with the current quote.
Generate a quote PDF
Generate a Quote PDF from the quote detail page to review a printable version of the customer quote and commercial summary.
Send a quote
Send a quote from the quote detail page, review the email content, update the recipient, and capture the sent commercial snapshot.
Nudge or follow up a quote
Use quote nudges and follow-up stats to contact customers about sent or viewed quotes that still need a response.
Configure quote follow-up settings
Configure quote follow-up settings from the quote detail page to pause, resume or adjust the reminder cadence for open sent or viewed quotes.
Update neighbour details
Update neighbour details on a quote so neighbour name, address, email and phone are available for fencing notices and related communication.
Generate Notice to Fence
Generate a Notice to Fence from a quote after reviewing neighbour details, quoted works and the document content your business intends to use.
Mark a quote accepted
Mark a quote accepted from the quote detail page when the customer has accepted outside the public proposal flow.
Convert an accepted quote to a project
Convert an accepted quote to a project from the quote detail page once the quote is won and ready for delivery.
Quote revisions and commercial snapshots
Use quote revisions and commercial snapshots to understand quote changes, sent values, accepted values, GST, deposits and line item history.