Submitting a quote on EstimateOne
EstimateOne has created a simple and easy way to send out your quotes and effectively keep track of them.
Once you’ve located the project, click on it to bring out the slider and scroll down to the builders & documents section. Next, press the Add Quotes button on the right hand side .
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, we also send it to their EstimateOne portal to ensure they have access to the quote details within their project details page.
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.
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 ring on 1300 705 035 - we’re always up for a chat!