Quote form reference
The quote form is the full editing interface for a single quote. It opens as a dialog (from the quotes table) or as a full page (via the arrow icon in the dialog header, or direct URL /quotes/:ref).
See the Editing a quote guide for a task-focused walkthrough.
Status lifecycle
Quotes progress through the following statuses:
| Status | In progress | Description |
|---|---|---|
| New | Yes | The quote has just been created; more detail is required. |
| Awaiting quotation | Yes | All required details are in place; the quote is being priced up. |
| Ready to send | Yes | The fee has been set and the quote is ready to send to the client. |
| Awaiting reply | Yes | The quote has been sent to the client; waiting for a response. |
| Accepted | No | The client has accepted the quote. |
| Rejected | No | The client has declined the quote. |
| Cancelled | No | The quote has been withdrawn or abandoned. |
Cancel is available at any in-progress status. Accept and Reject are only available once the quote has been sent (Awaiting reply). Completed statuses are read-only and hidden from the quotes table by default. A Rejected or Cancelled quote can be Reopened, returning it to the status it held immediately before closure.
The status stepper at the top of the form maps statuses to five visual steps:
| Step | Label | Statuses |
|---|---|---|
| 1 | Created | New |
| 2 | Awaiting quotation | Awaiting quotation |
| 3 | Ready to send | Ready to send |
| 4 | Sent | Awaiting reply |
| 5 | Response | Accepted, Rejected, Cancelled |
When a quote is rejected or cancelled, an alert banner appears below the stepper indicating the outcome and the closure reason.
When a quote is New, a Required fields banner is shown listing any fields still needed to advance to Awaiting quotation. Each field is displayed as a clickable chip that scrolls the form to that field. The banner disappears once all required fields are filled and the quote is saved. The required fields are: Category, To be quoted by, Client contact, and a complete Address (LGA, suburb, state, and street name or property name).
Quote details panel
The left column of the form.
| Field | Type | Description |
|---|---|---|
| Branch | Dropdown | The branch associated with this quote. |
| Assignee | Dropdown | The staff member managing this quote. |
| Date received | Date | The date the quote enquiry was received. Defaults to today on creation. |
| Quote due date | Date | When the quote response is due. Auto-populated from the company default at creation. |
| Date sent to client | Date | The date the quote was sent to the client. Setting this moves the quote to Awaiting reply. |
| Date accepted/rejected/cancelled | Date | The date the quote was finalised. Only shown for completed quotes. |
| Category | Dropdown | Valuation category. Values from Settings → Lists → Job types. |
| Property type | Dropdown | Property type. Values from Settings → Lists → Property types. |
| Report type | Dropdown | Report type. Values from Settings → Lists → Report types. |
| Purpose | Dropdown | Report purpose. Values from Settings → Lists → Valuation purposes. |
| Est hours | Number | Estimated hours for the job. |
| Job turnaround | Number + unit | Number of business days for the job. Used to calculate the job's due date when the quote is accepted. Auto-populated from the report type or company default. |
| Responsible valuer | Dropdown | The valuer who would do the job if accepted. |
| Additional valuers | Multi-select dropdown | Any additional valuers for the job. Cannot include the Assignee or Responsible valuer. |
| Quote amount (ex. GST) | Currency | The fee quoted to the client, excluding GST. |
| Quoted by / To be quoted by | Multi-select dropdown | The users who priced (or will price) the quote. Any of them can enter the quoted amount. The label changes depending on whether an amount is set. |
| Terms | Text | Payment or engagement terms to include in the quote document. |
| Internal short notes | Text | A short free-text note for internal use. Shown in the Short notes table column. |
| Internal long notes | Textarea | Longer free-text notes for internal use. Not shown to the client. |
| Comments (included in quote) | Textarea | Text to include in the client-facing quote document. |
| Signed/approved by | Read-only | List of users who have signed this quote. |
| Reason rejected / Reason cancelled | Combo box | Shown when the quote is rejected or cancelled. Values from Settings → Lists; also accepts free text. |
Contacts panel
The middle column of the form. Lists all client contacts linked to the quote.
Each contact can have:
- Name, email, phone
- Role (from Settings → Lists → Contact roles)
- Referral type
Use the Add contact button to link an existing contact or create a new one. Contacts can be removed or edited in place.
Address panel
The right column of the form. Contains the full property address with all address fields.
An address lookup button allows searching for an address by typing — selecting a result auto-fills all address fields including LGA, legal description, and area size.
Accepted quote panel
When a quote is Accepted, an additional card appears at the top of the right column showing the linked valuation job (if any).
| State | Description |
|---|---|
| Linked job present | Displays a job summary card with a button to unlink the quote. |
| No linked job | Shows a Link to a job button to link the accepted quote to an existing valuation. |
To unlink a quote from a job, click the unlink icon and confirm the dialog. Linking and unlinking need permission to edit quotes. Without it, the Link to a job button and the unlink icon are disabled.
The link dialog includes a Copy details from the quote onto this job checkbox. When ticked, Next opens a review of every quote detail that would change the job, grouped into job details, address and contacts (external contacts, and internal contacts such as the assignee and valuers), with the job's value and the quote's value side by side. You choose which value to keep for each item. Values that fill an empty job field, and notes and contacts added to the job, are chosen by default. Values that would replace something the job already has are not, and when the quote is for a different property no address value is chosen. Filter fields narrows the list by field or section name, Differences only and All fields switch between the values that would change the job and every value on the quote, and Expand all / Collapse all opens or closes every section. An empty quote field is never offered. The External contacts group has an Append / Replace choice. Append (the default) adds the quote's contacts the job does not have. Replace makes the job's contacts exactly the quote's: the review lists the job's contacts that will be removed as Will be removed, and contact details fields such as Requested by, Borrower name, Occupier/Tenant, Contact for access and Loan ref show the quote's value as Set by Replace, or Will be cleared when the quote has none. When contacts are the only thing being copied and Replace is selected, the button reads Link & replace contacts. Otherwise it reads Link & copy N fields. A contact role, such as instructing party or borrower, stays with one contact: it moves to the quote's contact only when the matching value, such as Requested by or Borrower name, is taken from the quote. Only visible when you have permission to edit jobs. If you cannot edit the job you found, the checkbox is disabled and shows why.
Other quotes panel
Lists other quotes on record for the same property, both open and completed. A quote counts as being for the same property if it shares a linked property with this quote, or has the same street number, street name and suburb — including other units or subdivisions at that number. You only see quotes you have permission to view. The panel sits below the address. It isn't shown on a quote that hasn't been saved yet.
When there are no other quotes, the panel says so. Otherwise it lists them in a grid:
| Column | Description |
|---|---|
| Ref | The other quote's reference number. Click to open it in a new tab. |
| Status | The other quote's current status. |
| Client | The names of the other quote's contacts. |
| Amount | The quoted fee (excl. GST). |
| Quoted by | The users who priced the other quote. |
| Date sent to client | The date the other quote was sent to the client. |
Each row has buttons to open the quote in a new tab, and to clone it into a new quote. See Cloning a quote.
Side panel tabs
The side panel is accessed from the icon strip on the right edge of the form.
Attachments
Upload, view, organise, and delete files attached to this quote. Attachments are saved immediately; there is no need to save the quote to persist them.
See Attachment panels for detailed documentation.
Events
A full audit log of every change made to this quote, including:
- What was changed and in which field
- When the change was made
- Who made the change
Expand an event entry to see the before and after values. Original values are shown in red; new values in green.
Cloning a quote
Cloning copies an existing quote into a brand new one, so a repeat enquiry for a property that's already been quoted doesn't mean re-entering the same details. Start a clone from:
- The Other quotes panel, or the duplicate-quote prompt shown when creating a quote (see the quote wizard reference)
- Clone quote in the quotes table's context menu
Choose what to carry across:
| Option | Copies |
|---|---|
| Address | The property address. |
| Internal contacts | Assignee, responsible valuer and quoted by. |
| External contacts | Every contact on the source quote, including the client, with their roles. |
| Quote attachments | The quote's attachments, as new copies. |
| Comments | The comments included in the quote document. |
| Notes | The internal short and long notes. |
| Quote details | Branch, assignee, category, property type, report type, purpose, est hours, job turnaround, responsible valuer, additional valuers and terms. |
| Quote amount | The quoted amount. Nested under Quote details and only available while that's ticked. Only shown if you have permission to complete quotes. |
Every option starts ticked except External contacts and Quote amount. Select all ticks (or clears) every option, including Quote amount.
The new quote starts with no dates, sign-offs, or job link carried over. Its status is New, unless the details carried across already meet the requirements for a later status, such as Awaiting quotation. From there it goes through its own lifecycle.
If you can only see quotes assigned to you, the new quote is assigned to you so that you can open it.
Where the new quote opens depends on where the clone started:
| Started from | What happens next |
|---|---|
| Quotes table | The new quote opens for editing. |
| Duplicate-quote prompt in the wizard | The wizard closes and the new quote opens for editing. Only the contacts already entered in the wizard are kept. Anything else entered in the wizard is discarded. |
| Other quotes panel | You stay on the current quote. A message confirms the clone, with an Open quote button that opens the new quote in a new tab. |
Form actions
| Action | Description | Available when |
|---|---|---|
| Save quote | Saves all unsaved changes to the quote. | Quote has unsaved changes and user has edit permission. |
| Send to client | Marks the quote as sent and records today as the sent date. | Quote is Ready to send and user has edit permission. |
| Accept | Opens the acceptance wizard. | Quote is Awaiting reply and user has edit permission. |
| Reject | Opens the rejection dialog with a reason selector. | Quote is Awaiting reply and user has edit permission. |
| Cancel quote | Opens the cancellation dialog with a reason selector. | Quote is in any in-progress status and user has edit permission. |
| Reopen quote | Returns the quote to the status it held before it was closed, and clears the closure reason. | Quote is Rejected or Cancelled and user has edit permission. |
Dirty state warning
If you attempt to close the quote form with unsaved changes, a confirmation dialog is shown with three options:
- Save — saves changes and closes.
- Discard — discards changes and closes.
- Keep editing — returns to the form without closing.