Submitting a Quote on EstimateOne

How to use the Quotes feature

27 May 2023

3 min read

EstimateOne has created a simple and easy way to send your quotes and keep track of them. You can submit a quote on any project visible to you on the Noticeboard and don’t require a direct invitation to do so. You’ll also be able to see when a Builder has viewed your quote.

Watch a video guide here:

Submitting Quotes

Use the Tender Noticeboard to search for projects. Once located, click on the name to launch the project details. Scroll down to the Builders & Documents section.

There are two ways to add a quote from the project details slider:

⓵ You can send a single quote to all or multiple builders mentioned against the project. To do this, use the Add Quotes button above the line next to Builders and Documents.

⓶ If you wish to send a quote to a single Builder, use the Add Quote button next to their name, below the line.

The next step is to complete the details on the Add quotes page:

⓵ Select which builder/s you wish to quote to, and select from appropriate package from the Package dropdown menu. 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.

⓶ Add the total amount of your quote, excluding GST

⓷ Upload any supporting documentation in the Quote file field

⓸ Add an optional message with any clarifying details if needed

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If you add an optional Quote message, note that this is visible to all builders nominated in Section 1. You can submit individual quotes and personalised messages by selecting one builder at Section 1 and repeating the process for the remaining builders.

⓹ Once you’re happy with the quote details, click the Submit button

When you click the Submit button, we’ll email the builder/s 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.

You’ll notice there is now a Quoted status on the project details slider, and you can click through to view the Quote from there too.

Managing your Quotes

You can manage your quotes on the Quotes tab. You’ll be able to see who has viewed your quote and when, make any revisions, download the quote, or delete it if it’s no longer required.

Head to Quotes to see a list of submitted quotes by you and your team.

The Status column will show whether any builders have viewed your quote yet.

Click on the project name to open up the quote details.

⓵ You can Download, Revise or Delete the quote by clicking the appropriate button from the top right-hand corner options.

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It’s important to note that if revisions have been made to a quote, the builder will have both the original and revised quote so it must be clear to the builder which is the revised quote. If the quote is deleted, the quote will be removed from the EstimateOne database, but the builder may have your quote stored locally. It's important to contact the builder if any quotes have been deleted to ensure clear communication. Lastly, if a quote is submitted via an invitation to tender email, this quote can't be deleted. Please contact the builder directly in this scenario.

⓶ The Quote history section will display all submitted quotes, so if you’ve made any revisions you can easily see the original and any additional versions in the quote history.

⓷ The Notes & history section is a space for you and your team to leave any internal notes about the quote. This is completely private to you and your team, the builder won’t see these details.

⓸ You can view all internal notes at the bottom of the quote, or jump to this section by clicking Notes & history at the top of the page

⓹ Builders that have downloaded or viewed your quote will be noted with a date and time stamp at the bottom of the page

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If your quote hasn’t been viewed, we recommend reaching out to the estimator noted on the project directly. If it has been viewed and you would like to follow up, you’ll see the name of the person that has engaged with your quote in section 5, and we suggest reaching out to them directly.

If you need any help with the Quote feature, get in touch at support@estimateone.com or 1300 705 035

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