Active Quotes

Open Quotes > Active Quotes to find current quotes. Click a quote number to open it, or use the plus button to create one if you have permission to add quotes.

Prepare the quote

Select the client, quote owner and relevant project details. Selecting a project template when adding a quote copies its stages into the quote after you save it. Review the copied stage titles, descriptions, prices, quoted hours and owners before sending. Click a stage number to edit it when the editing controls are available.

A template's Non-fee earning setting is not retained through quotes. Quote stages do not have that setting, and conversion creates ordinary project stages. After conversion, check any zero-priced stages and explicitly mark work as Non-fee earning on the project where appropriate. See Non-fee-earning stages.

Send the quote

Use Email quote to open the email form. Review its subject, message, attachments and any quote/expiry-date update option before sending. A valid quote contact email or client email is required, and sending is unavailable during a trial. Sending records the sent date and changes the quote status to Issued. Download PDF produces a PDF without accepting the quote.

Record acceptance

The client can open an eligible, unexpired quote in the portal and accept it. To record acceptance on the client's behalf, enter Accepted Date on the staff quote and click Update Quote. A newly recorded acceptance creates a project and copies the quote stages into it.

An accepted quote shows an editing restriction for ordinary users; an administrator may see an exception. Make continuing delivery changes on the resulting project and check the accepted record before making corrections.

Unaccepted quotes can be archived when they expire. See Archived Quotes to restore one for review or reissue.