3 min readUpdated July 2026

Create a structured quote

Turn approved scope assumptions into a customer-ready quote.

Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Quotes and start a new quote.
  2. Select the client and contact.
  3. Add clear scope, line items, quantities and pricing.
  4. Review totals and commercial assumptions.
  5. Save the draft and complete an internal review before sending.

Good practice

Write line descriptions so production can understand the approved scope later.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.