How to Manage Project Quotes


To start a new project, create a new project quote and then convert it to a job after the quote is accepted. If you are creating a quote to send to multiple recipients, you can also How to Manage Project Quotes.

Add a description and notes, adjust project settings, and upload any relevant attachments before you add sections and cost centres.

You can also use memberships to automatically apply a discount to all quotes created against a customer within a specified duration, boosting customer loyalty and revenue. Learn more in About Memberships.

To learn how to create service quotes for 'do and charge' jobs, see How to Create a Service Quote.

To create quotes in bulk, see How to Bulk Import Quotes.

To learn how to create project quotes, see How to Create a New Project Quote.

In Simpro Premium, quotes must be approved before they can be sent to the customer. You can choose to either approve all quotes automatically, or set up a quote approval workflow. Learn more in How to Approve a Quote.

All correspondence about the quote is sent from the Forms tab. Learn more in How to Send Quote Forms.