Submitting a quote on EstimateOne

Submitting a quote on EstimateOne

The reality is that no one gets paid to write a quote. We thought we’d make life that bit easier for you by making the way you send quotes out easier than ever.

So how do I do it?

First things first - you are going to need to locate the project you want to quote.

Hot tip: By adding projects to your watchlist early, you’ll be able to easily find these projects again when it is time to submit a quote.

Once you’ve located the project, click on it to bring out the slider and scroll down to the builders section. Here you’re going to want to hit the big [Add quote] button

On the ‘Add quotes’ page, you’ll be prompted to choose which builders you wish to quote to and which package you’re quoting for. Don’t stress if you can’t find the exact package you were quoting for each builder, you can specify this in the ‘Quote details’ section.

Now you’ll need to upload your quote, add any additional documents and fill in a few details about the quote.

What happens with my quote after I submit it?

Once you hit the submit button, we’ll email the builder with the quote as an attachment.

How do I find the quotes I’ve submitted in EstimateOne?

Head over to the Quotes tab. If you click on the quote you’ll get a full summary including revision history and a place for you and the team to leave notes.

What if I need to revise my quote?

All you need to do is locate your quote via the Quotes tab, hit the [Revise quote] button and upload your revised quote / price.

That’s everything you need to know to get up and running. If you have any further questions feel free to breeze over to our FAQs or give us a quick buzz - we’re always up for a chat.

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