Use a Quote to offer the Project work to the Customer. Check the complete offer and recipient before sending it.
1. Open the Quote
Open the Project’s Quotes and choose New Quote, or open an existing one from More, Quotes. A draft started in the Project already uses that work context.
2. Edit the draft
Review the scope, items, quantities, prices, Customer details and terms. Check the validity date and charging arrangement. Wait for changes to save before sending.
3. Send the offer
Choose Send Quote, review the Customer document and recipient, then confirm the send. Check the result before repeating it.
The Customer’s response belongs to the version they received. Their acceptance does not book a Visit or record a payment.
4. Revise when needed
Use Revise Quote from the actions menu for a sent or accepted Quote that needs amendment. Earlier versions and responses remain in the history.
Open the Project’s Visits separately when you are ready to schedule the work.
If saving fails
Keep the draft open and retry the same action. If the Quote changed, review the current version before sending again. Use the web Quote guide for the browser’s creation and sharing controls.