Quotes help you present tree-care work, pricing, assumptions, and terms to a customer in one place. You can create a quote from scratch or from a reusable template, save incomplete work as a draft, send it to the customer, and keep reusable quote content up to date.
Creating, editing, sending, and managing templates requires quote write access. Staff can open a quote to read it, while managers and administrators can manage it. If you only have read access, the relevant action buttons are not available.
The list shows the quote number, title, client, owner, status, total in NZD, created date, and expiry date. A quote with an open customer question is marked Awaiting reply. Select the copy-link control beside a quote to copy its customer-facing link.
For non-administrator users, the list initially shows their own quotes. You can change or clear the owner filter to see other quotes available to you.
A draft needs only a client. Sending also requires the contact name and contact email, and the quote must pass the required-field checks. Wait for photos or attachments to finish uploading before saving or sending.
The customer-facing view includes the quote content and a View your quote link when it is sent by email. If the customer has asked a question, review the question area on the quote and reply if you have permission to do so.
Saving changes increases the quote revision number and does not send an email. Save & resend resets the quote to Sent and sends the updated quote. Do not use it for a quote that has already been accepted or declined; finalized quotes are not resent.
When you select Save as template, enter a template name. The saved template includes the quote’s items, text items, and assumptions.
Assumptions are managed as reusable text items:
To use an assumption template while creating or editing a quote, open Text items (scopes & methodologies) and choose the saved template. The copied content can then be changed for that quote without changing the reusable template.
The text item template list shows the description, number of text items, and last updated date. If archived templates are available, use the list’s archived view to find them.
Quote email templates control the wording used for follow-up emails about outstanding quotes.
The email always includes the View your quote button and the quote link; that button cannot be edited. Your personal wording is used when you have saved a personal template. If you have not customised it, the company default is used. You can select Reset to company default when a personal template exists.
Administrators can also open Company default to edit the wording everyone starts from. Other users can view the wording they inherit but cannot change the company default.
Yes. Select Save draft after choosing a client. Contact details, dates, title, items, and assumptions can be completed later.
No. Save changes only saves the edit. Use Save & resend when you want the customer to receive an update email.
Yes. Template content is copied into the form and remains editable. Changes to the quote do not change the saved template.
No. Text items are for scope, methodology, and assumptions. Only price items contribute to pricing.
Managers and administrators can create, edit, send, and manage quote templates. Staff can view quote details when they have access, but write actions require the appropriate permission.
Only an administrator can edit Company default. Other users can customise My template for their own follow-up emails.
Finalized quotes are not resent. If the customer needs a different proposal, create or duplicate a separate quote where that option is available.
Wait until all photos and attachments finish uploading, then try again. The save and send controls remain unavailable while an upload is in progress.
Check that a client, contact name, contact email, quote title, quote date, expiry date, and valid required item headings are present. Select Preview to highlight the section that needs attention. Also confirm that the contact email is valid and that each price item has a heading.
Your access may be read-only. Ask a supervisor or administrator to grant quote write access, or ask an authorised user to make the change.
Selecting a client can automatically fill the job site address from the client record. Replace it with the actual work-site details before saving.
Edit the quote and keep the content in Text items (scopes & methodologies). The editor supports older quote content by bringing it into the first text item; once text items are present, the older single assumptions text is no longer used for display.
Confirm that you used Save & resend, not Save changes. Check that the contact email is correct, then try again if the quote is not accepted or declined. If the problem continues, contact your administrator.
Check that it was saved under the correct template type and has not been archived. Refresh the page and confirm that you have access to the template list. If it still does not appear, ask an administrator to check the template.
The preview uses sample details to fill placeholders. The real message uses the customer and quote details associated with the quote. The View your quote button and quote link are always included.