Writing and sending a quote

Open a lead under Connected leads and write its quote there, or open Quotes in your dashboard to see everything you've drafted or sent, newest first.

The first time you save, we create the quote as version 1, in the currency of the lead. You get one quote per lead, and you can keep editing it until you send it. The homeowner sees nothing while it's unsent.

If something is missing, the send button tells you what to fix. We never add, set or check tax rates: what you enter is what the homeowner sees.

When you ask for a deposit, we check it against the deposit rule recorded for the area and name the source. Where a rule sets a limit and your deposit is above it, we say so; where a rule doesn't allow it, you'll need to lower the deposit before the quote can be sent.

Where we have no rule on file for the area, we say so and leave the amount to you. Check the local rules yourself.

Sending a quote fixes it in place. We store the moment you sent it, the business name it's issued under and the licence numbers we had checked, so the homeowner keeps the document exactly as it left you.

The homeowner is notified, and you can see when they open it.

Any change after sending becomes a new version. The sent version isn't touched, and the homeowner keeps seeing it until you send the new one. Your quote list marks a quote that has unsent changes.

A quote you've already sent shows as revised once you send a newer version, and the homeowner answers that newest version. A declined or expired quote can be revised and sent again.

Withdrawing takes an open quote back, so the homeowner can no longer accept it. They're told. You can revise it and send a new version later.