What the Quotes pages are for
Project quoting from first estimate to won job: build the number, get it reviewed, send the proposal, and turn a win into a project.

A project quote is the most expensive document the company produces and the one whose outcome matters most. These pages carry it through its life: the pipeline at a glance, the working list, the form that starts one, the tasks around it, and the approvals waiting on you. The quote record itself, with its Bill of Materials, labor, expenses, equipment, subcontractors and cost summary, opens from Active Quotes.

Dashboard Active Quotes New Quote Tasks My Approvals

Dashboard

Open Quotes Dashboard
Who it is for
The sales manager, the estimating lead and the owner.
Without it
How much is out, how much landed, and who is producing it are three separate exports. The close rate is whatever number was quoted last.
What it shows
A Period picker, then two rows of cards: Pending, Quoted, Won and Close Rate; Average Pending, Average Quoted, Average Won and Average Margin. A Quoting Activity by Month bar chart with a dashed target line, then leaderboards by Sales Rep and by Estimator.
What it is worth
  • The pipeline by stage, in dollars and count. Pending, Quoted and Won are the same three numbers every week, so the trend is visible without a spreadsheet.
  • Rep and estimator, separately. Who is bringing work in and who is pricing it are different people with different leaderboards.
  • Margin beside the wins. Average Margin says whether the work being landed is worth landing.
  • The goal on the chart. The monthly target line comes from Revenue Targets in Settings, so the gap is visible on the same screen.
Pays for itself the first time the estimator leaderboard shows whose quotes win and whose sit.

Active Quotes

Open Active Quotes
Who it is for
Estimators and sales reps, all day.
Without it
Open quotes live in whoever's inbox they were emailed from. Which ones are due this week, which are waiting on a review, and which have gone quiet is anyone's guess.
What it shows
The working grid of open quotes. Search by quote number, title or customer; filters for Stage, Confidence, Project Type, Vertical Market and Business Segment shown as chips; per-row actions. Opening a quote loads its record: a Project Card with the stage indicator, integrity alert bar and action buttons, a Scorecard of title, estimator, sales rep, classification and dates, and pill tabs for Quote, Coverage, Project Files, Sharing, Notes, Review, Propose and Change Orders.
What it is worth
  • One list, every open quote. Filter to a stage or a confidence and the list is the day's work.
  • The whole estimate in one record. Parts and materials from the catalogs, labor, expenses, equipment and subcontractors, with the Cost Summary recalculating as lines are added.
  • Price integrity before it ships. The integrity check lists every catalog item whose cost changed since it was added, with old cost, new cost and the difference.
  • Review, propose, win, build. Request a review, generate the proposal, and on a Won quote press Create Project to hand it to the Projects group.
Pays for itself the first proposal that goes out with today's catalog prices instead of last quarter's.

New Quote

Open New Quote
Who it is for
Whoever takes the call or the walk-through.
Without it
A quote starts as a copy of the last one with the header changed, and the classification that every dashboard later depends on (type, market, segment, confidence) is filled in late or never.
What it shows
A single form. Customer and Location: search for the customer, pick a building (enabled once a customer is chosen) and a customer contact, with an Add New Customer modal that captures customer, building and primary contact in one go. Quote Details: quote form (A or B), title, confidence level, office, estimator, sales rep, project type, vertical market, business segment, and the four dates: quote due, project start, material onsite and anticipated completion.
What it is worth
  • Classified at birth. Type, market, segment and confidence are set before the estimate exists, so every dashboard and the Revenue Outlook can count the quote from day one.
  • The right form for the work. Form A is the general estimate; Form B adds fabrication, crew labor and escalation for the jobs that need them.
  • A new customer without leaving the page. Customer, building and contact in one modal, then straight on with the quote.
Pays for itself the first month the Revenue Outlook's unqualified band is empty because every quote was given a confidence when it was created.

Tasks

Open Tasks
Who it is for
Everyone with a hand in a quote: the estimator who needs a site measurement, the rep who owes a follow-up call.
Without it
The to-dos around a quote live in personal notes and email. When the estimator is out, nobody knows what was promised or what is still owed.
What it shows
The standard task list, scoped to Quotes. Search by title, description or assignee, tasks with assignees, status, priority and due date, and the shared task modal to add or edit one, with attachments.
What it is worth
  • The work around the quote, visible. Site visits, drawings, vendor pricing and follow-ups sit in one list rather than in one head.
  • Assigned, dated, findable. Search by who owns it, and see what is due before the quote is.
  • The same task tool everywhere. The modal and the list are the ones used across the application, so there is nothing new to learn.
Pays for itself the first quote that goes out on time while its estimator is on vacation.

My Approvals

Open My Approvals
Who it is for
Whoever signs off a quote before it goes out: the estimating lead, the branch manager, the owner.
Without it
A review request is an email, a hallway question or a printed quote on a desk. The reviewer does not know how many are waiting, and the estimator does not know whether the review happened.
What it shows
The quotes waiting on you, and nothing else. Each opens a Submit Decision modal with the decision and optional notes. The decision lands on the quote's Review tab alongside the reviews list (reviewer, requested by, date, status) and the alert-approval history when a quote alert fired. When nothing is waiting the page says so.
What it is worth
  • A queue, not an inbox. Everything waiting on you, in one place, gone from the list the moment you decide.
  • The decision travels with the quote. Approve or reject with notes, and the estimator sees it on the quote's Review tab.
  • A record of who approved what. Every review is kept with reviewer, requester, date and outcome.
Pays for itself the first time "did anyone approve that?" is answered by the Review tab instead of by asking around.

Where to go next

  • For quoting sliced by entity, market, segment and period, with leaderboards for Quoted Sales, Won Sales and Close Rate, see the Quoting dashboard under Analytics.
  • For what the open pipeline is worth next year, weighted by each quote's confidence, see the Revenue Outlook.
  • The target line on this dashboard is entered under Revenue Targets in Settings; the margins a new quote starts with are under Project Quote Default Margins.

Good to know

  • Two quote forms. Form A is the general estimate; Form B adds fabrication, crew-based labor, escalation and waste. The form is chosen at creation.
  • Confidence is a probability. Unknown, 10, 50 or 70. The Revenue Outlook weights the pipeline by it and shows Unknown as its own unweighted band.
  • Project quotes and service quotes keep separate default margins. Changing one does not touch the other.
  • Change orders are child quotes. A scope change is a new quote under the original, with its own stage and sell.
  • A Won quote becomes a project. Create Project asks for a template and a project manager; the price stays on the quote and the hours move to the project.