Checking the quote record

The quote detail page brings together the quote number, customer details, property context, status, quote runs and bill of materials summary. It is the best place to check the quote before sending, nudging, accepting or converting it.

The page also loads follow-up information, sent and accepted commercial snapshots, and recent quote revisions where those records exist.

Using the quote action menu

The action menu gives access to the main quote tasks: send the quote, open the public proposal, edit in Quote Builder, generate a Quote PDF, generate a Notice to Fence, nudge the client, mark the quote accepted, or convert an accepted quote to a project.

Available actions depend on the quote status and your access level. For example, follow-up controls are shown for sent or viewed quotes, and project conversion appears once the quote is accepted.

Neighbour and split billing details

The neighbour area stores name, address, email and phone details used for Notice to Fence and mediation communication. Check these details before generating or sending neighbour-related documents.

Audit checks before acting

• Review the quote total, GST and line items.
• Check the latest status before sending a follow-up.
• Use revision history to understand recent changes.
• Use commercial snapshots when you need the sent or accepted financial position.