Costing & Quotes Management

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New Quote
Quotes Window

Quotes are automatically generated for jobs created with Automation Widget.

They can be also created manually from Analysis, but only in BIZ Editions.

In order to create a New Quote, you have to have the Analysis first.

  • In project select New in the "Quotes" panel
  • select Analysis
  • select Net rate scheme (if you have any)
  • select Price list (if you have any)

In the next window:

  • select Currency (can be pre-selected from Price list in previous step)
  • select Unit (can be pre-selected from Price list in previous step)
  • enter Price (can be pre-selected from Price list in previous step)

In the last window you can check the Quote and Save it.