3 min guideUpdated August 2026App review required

Create a structured quote

Turn approved sign-project scope, quantities, pricing and assumptions into a structured customer-ready quote.

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

Step by step

  1. Open Quotes and choose Create Quote.
  2. Select the client and contact.
  3. Add clear scope descriptions, line items, quantities, unit prices and costs.
  4. Review the quote totals, validity, follow-up details, budget, approved amount and internal notes.
  5. Keep Status as Draft, choose Save and View, and review the rendered quote before issuing or emailing it.

Good practice

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

Setup dependency

Settings that change this workflow

The same task can behave differently between organisations. Check these settings before treating a different result as an error.

Pricing Rules/settings/pricing

Controls the organisation pricing assumptions available to estimators.

Open in SignBas3 →
Job Tasks/settings/job-tasks

Supplies reusable labour activities, effort and rates for structured quote task allocation.

Open in SignBas3 →
Product Catalogue/product-catalogue

Supplies reusable products and current cost context for quote lines.

Open in SignBas3 →

Screen reference

What you will see

SignBas3 structured quote editor with synthetic line items and totals
Use line, task and product structure that production and job financials can still understand after acceptance.

Screens show the synthetic BrightLine demonstration workspace. Your records, permissions and configuration will change the details you see.

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.