Build, send, and manage price quotes for projects in the Quotes tab. Clients receive quotes directly from the platform, which keeps all of your project documentation in once place. Quotes are project-based and can be accessed by navigating to the Quotes tab.

Quote Form

The Quote Form allows users to build a quote message in the application that can be sent directly to clients. The form is divided into three sections, Overview, Timeline, and Line Items.

Overview

Add information or details for the project quote in the Overview tab.

Timeline

The Timeline has a text field for any disclaimers or additional information to share with the client regarding the project schedule. The timeline fills in based on the selected project type, and you can edit it in the Workflow. There is also a toggle that allows users to designate whether the timelines are visible to client.

Line Items

Line items are entered for each of the project's billable line items. You can split Line Items into multiple sub-tasks with different job titles by clicking the Add another role button.

You can also add notes to the line item by clicking the Add Notes button. Only one note can be added per Line Item. You can turn on or off any line items and its details to appear in the Quote or be hidden.

Line Item Fields are listed below with descriptions:

Line Item Field	Description
Item	Item specifies the Line Item name or short-level description. The same Item name is applied for items that contain multiple team members.
Visible to client	The Visible to client toggle determines whether the specific line item is included in the quote. Hidden line items are still included in the total cost.
Job title	Job title is linked to and displays the job titles you have set up in your Agency. Selecting a Job title auto-populates the configured hourly rate for the title in the Hourly rate field.
Hourly rate	The Hourly rate is auto-populated and links to the job title specified in the line item. You can update hourly rates in the agency settings page.
Hourly estimate	Integer text specifying the number of hours expected to complete the line item task.
Cost	Cost specifies the hourly rate multiplied by the hourly estimate. Users have the ability to manually adjust the cost, which results in an increase or decrease in the associated hourly rate for the line item.
Add another role	The Add another role option allows you select another sub-task to be completed within the line item. This can be assigned to another team member with a different job title.
Notes	Notes can be added to each line item. Notes appear on the quote based on the visibility of the line item as defined by the client visibility toggle.

Quote preview

The Quote preview displays the information you've configured in the Quote form page in a format mirroring the format that will be sent to the client.

You can include an additional note to the client when sending the quote by entering text in the Note for client box. This text is optional and will appear at the top of the email with the quote.

Sending Quote to Client

Quotes can be sent to the client by clicking the Send to client button in the top right of the application. Once you send, the date the quote has been sent to the client indicates when it was sent.

Project managers get a copy of the email sent to the client.

You can also view the sender and time message was sent at the bottom of the page.