Quotes overview
The quotes module lets your firm manage the pre-engagement workflow — from an initial enquiry through to a formal quotation, and on to either accepting, rejecting, or cancelling the quote.
Using quotes means you can track potential work before it becomes a job, keep a record of what was quoted, and link accepted quotes directly to the valuation jobs they produce.
You don't have to use quotes. If a client has already engaged your firm verbally, you can create a valuation job directly from the Valuations page.
Quotes are most useful when you want a formal trail of the quoting process, when you need approval before committing to a job, or when you want to track rejected and cancelled quotes to understand how to improve your pricing and processes over time.
The quote lifecycle
A quote moves through several statuses as it progresses:
| Status | Meaning |
|---|---|
| New | Just created; more detail is still required before the quote can be priced. |
| Awaiting quotation | All required details are in place and the quote is waiting to be priced up. |
| Ready to send | A fee amount has been set and the quote is ready to send to the client. |
| Awaiting reply | The quote has been sent to the client; waiting for a response. |
| Accepted | The client has accepted the quote. |
| Rejected | The client has declined the quote. |
| Cancelled | The quote has been withdrawn or abandoned. |
The first four statuses are considered in progress. Cancellation is available at any in-progress stage. Accept and Reject become available only once the quote has been sent (Awaiting reply). The last three are completed statuses and are hidden from the table by default.
In this section
- Creating a quote — use the quote creation wizard to start a new quote
- Finding quotes — search and filter the quotes table
- Grouping & aggregating — group rows by column and sum quoted amounts
- Editing a quote — update quote details, contacts, and address
- Accepting, rejecting & cancelling — finalise a quote
Reference
See the Quotes reference section for a full specification of all fields, columns, and actions.