Before you begin

• Make sure your Workspace is on a Pro Plan
• You'll need to have Quotes and optionally Rates permissions enabled for your user

Create a Quote

1. As a Project Administrator with Workspace Quotes Permissions and double-click the Project where you would like to add a Quote
2. Click the Quotes tab to open the Quotes list
3. Type a name for the new Quote in the Quick Entry and click [Add Quote]
4. Optionally select a Template, Status and Currency. The Description will be printed on the PDF generated for your Quote. Click OK/Add Quote (or Done on iOS)When the Quote is created it is listed in a list with other quotes from the Project. The list has an active/inactive/removed filter
5. Click on a Quote cell to preview it in the Inspector, or click on the name (double click on mac) to access more of the details and work with the Quote

Details of a Quote

Info

In the Info tab, you can view and edit some key information about each Quote.

Name: The name applied to the Quote on creation. This can be changed
Template : The Quote template used if Any (you can also Save a Quote as a Template from this menu)
Number : An automatically generated quote number. Quote numbers are unique within each project and cannot be changed
Project : The project where a quote lives
Active : Toggle to make a quote inactive (it moves to Inactive list)
Status : Choose from a fixed list of statuses to describe the current state of the quote. When a quote changes state all members of the project who have Quotes permissions for the Workspace are notified of the status change.
Currency: select from a drop down of currencies available to use in your Workspace Financial settings)

Comments & Files

Each Quote has a Comments and Files sections to keep internal notes or communicate updates.

There are also notifications (inbox, push, email) for all quote status change and comments.

In Files you can upload and preview files linked to each quote with drag and drop or file browser to include files which are relevant to the Quote, such as creative brief, scope documents, approval evidence etc.

Items

In the items tab is the real content of your Quote.

In the example we created we used a template so many Items are already populated in their Categories.
You can see the Name, Multiplier, Quantity, Discount and Total for each line item, as well as the total per Category and the Total of the Quote.

Here you can add new Categories, SubCategories and Line Items for the work being quoted, or edit the existing ones.

Add a New Category

Add new Categories (e.g., Design, Production, Equipment) to the Quote by clicking on the folder icon on the right.

In the Category Sheet, select a Parent Category if this is to be a Sub-Category, or select none if it’s a top level Category, optionally add a Number for the Category and a description.

Add a New Item

Add new Items to the template by typing in the entry field and clicking Add Item or enter key.

If the Item matches an object in the workspace - Role, Member, or Resource - it will be offered for selection when typing in the field, and Workspace Unit and Rate information will be repopulated. (See Rates article)

If the Item name does not match any workspace object, it will be considered an adhoc item and manually populated.
In the New Item sheet optionally select:
Category - optionally place the item in a Category or Subcategory
Multiplier - optionally apply a multiplier (e.g for 5 episodes x5)
Quantity - quantity of the unit which should be added (hours, days, units, custom)

Rate (pulled from Workspace Rates or entered manually)
Discount - discount % to be applied on this item

Description - description of the item

Click Add Item and the Item is added

Edit Categories and Items 

To Edit the entries in the Items view

Each Item can be loaded in the Inspector and edited indivudually

to Edit Multiple Items click on the Edit button in the top right of the Main View

This will open a grid style view where you can edit multiple items and use your keyboard to tab between the entries.There is also an option to select and delete multiple items at once

When the changes are Done, click [Done] to commit them.

Export to PDF and Mark as Sent

In the options menu, click Export as PDF to generate a client-ready document.

Go to the options (⋯) menu and select Export to PDF

A pdf will be generated from the Company, Project and Quote information.

In this version of the Quotes feature the design is fixed.

• Your Workspace logo (set in Workspace Settings) will appear on the top of the PDF.

• The client’s Company information as linked in the project will be included automatically.

• The Quote Description will be the introduction text

• The Reference for the quote will be  the Project number- Quote number

• A summary of each Category is printed first, and then the detail of the line items

When the pdf is sent, mark the Quote as Status: Sent

Other Quote Operations

Duplicate Quotes

You can also Duplicate your Quote if you want to create a new similar one.
On mac: right click a Quote > Duplicate Quote 
On web: Edit > Select one or more Quotes > More Actions > Duplicate
On iOS: Swipe on a Quote >More (...) > Duplicate

This will create a new Quote appended with the word “Copy” to the name

Save a Quote as a Template 

If you want to reuse the quote you have you can save it as a template

In the Quote > Info tab, select Save as Template

In the sheet that appears select a name for the template and some defaults and “Save as Template"

Learn more about Quote Templates here

Advanced Search

You can search for Quotes in your workspace using Advanced Search, and save searches that you  regularly use.

You can also export those results to csv and chose which fields to include in the output file, example below

Ready to know more, dive into our related articles

Related articles

• Quote Templates
• Rates
• Workspace 
• Projects
• Pricing
• Companies