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| Cancelled | No | The quote has been withdrawn or abandoned.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.
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, Report type, 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 | Dropdown | The user who priced (or will price) the quote. 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.
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.
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. |
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.