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A quote is where everything in Conficient starts. Once the customer accepts it, you turn it into a project and claim against it. This guide builds a quote from scratch and sends it. Who can do this: anyone whose role includes Edit quotes. Out of the box that is the Owner and Project Manager roles. Site Supervisors and Viewers can open a quote, but they see Read-only (your role can’t edit quotes) under its title and every field is locked.
1

Open Quotes and press New quote

Choose Quotes in the sidebar. The list shows every quote with its status and total, and the tabs above the table filter by status. Press New quote at the top right. The New quote button at the top of the sidebar does the same from any page.
The Quotes list, with the New quote button outlined at the top right

The Quotes list. New quote is at the top right.

2

A new draft opens

Conficient creates the quote straight away, gives it the next number and opens it in the editor with the status Draft. There is no Save button. The editor saves by itself a moment after every change, and the words under the title say when it last saved.
The quote editor showing a new, empty draft quote

A new draft, numbered and ready to fill in.

3

Name the quote

Click the words Untitled quote beside the number and type a name the customer will recognise, usually the site and the job. The name prints on the quote and shows in the Quotes list.
The quote's title row with the name field outlined
4

Fill in the customer, site and dates

In the details card:
  • Customer: pick one of your customers. If your role can manage customers (out of the box, the Owner), + Create new customer… at the end of the list adds one without leaving the quote.
  • Site and Site contact: only that customer’s sites and contacts are listed. They can be created in place the same way.
  • Issue date and Valid until: the dates printed on the quote. Once a sent quote’s Valid until date has passed, the Quotes list marks it expired, and it counts down the last 14 days before that.
  • Customer ref: the customer’s own order or reference number, if they gave you one. It prints on the quote.
The quote's details card with customer, site, contact, dates and reference filled in

The details card, with the Customer field outlined.

5

Write the overview, or insert a template

The Overview prints above the line items. Type it, or press Use a template to read a saved wording first and then Insert it. If you have already written something, the buttons become Replace and Add to what’s there. Save as template keeps your own wording for next time.
The Use a template dialog showing a saved overview wording with an Insert button

Read a template before you put it in.

6

Add line items

The line items grid works like a spreadsheet: click a cell and type, press Enter to finish, and use Tab or the arrow keys to move. Press Line item under the grid to add a row.The other buttons in that bar: Add section splits a long quote into named sections, each with its own subtotal; Browse library inserts several library items at once; Import CSV brings rows in from a spreadsheet.
The Line items card before any rows, with the Line item button outlined

An empty grid. Line item adds a row.

7

Pick items from your library

Click the new row’s Code cell and start typing a code or a few words of the description. Matching items from your line-item library appear underneath with their unit and rate. Highlight one with the arrow keys and press Enter: the code, description, unit and rate fill in, and the selection moves to Qty so you can type the quantity straight away.
The line items grid with a list of matching library items under the Code cell

Typing a code offers the matching library items.

8

Type a one-off line by hand

A line that is not in your library is typed cell by cell: description, quantity, unit and unit rate. The row’s amount and the totals at the bottom update each time you finish a cell. If you will use the line again, select the row and press Save row 4 to library at the top right of the Line items card (the number follows the selected row). Only roles that may manage the library see that button; out of the box, the Owner.
The line items grid with four rows and their amounts

Three library lines and one typed by hand.

9

Check the totals

The bar at the bottom of the screen always shows the subtotal, the GST and the total including GST, with the quote’s actions beside them. Export PDF opens the printed quote in a new tab, with your browser’s print window ready; choose Save as PDF there to keep a file.
The totals bar showing subtotal, GST and total, with Export PDF, Mark accepted and Send to customer buttons

The totals bar, with Send to customer outlined.

10

Send it to the customer

Press Send to customer, choose who it is going to, and press Confirm send. The customer’s contacts who have an email address are offered, or you can type an address.
Conficient records who the quote went to; it does not email it yet. Export the PDF and send it the way you normally would.
The Send quote dialog with a recipient chosen and the Confirm send button
11

The quote is now Sent

The status badge beside the name changes to Sent. Sent it by mistake? Press Undo in the message at the bottom right within a few seconds and it goes back to Draft.
The quote editor after sending: the Sent badge outlined beside the name, and an Undo message at the bottom right

Sent, with the Undo message still showing.

Once the message has gone, the actions in the totals bar are Mark rejected and Mark accepted, for when the customer decides.
The totals bar of a sent quote with Export PDF, Mark rejected and Mark accepted buttons

A sent quote's actions.

12

What the customer sees

Export PDF prints the quote on your letterhead, with the overview, the line items and totals, and any allowances, exclusions and terms you added.
The printed quote on the company letterhead

The printed quote.

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Good to know

  • Allowances & exclusions and Terms & conditions sit under the line items, with the same Use a template and Save as template buttons. Put your standard terms in once as a template and insert them on every quote.
  • Mark accepted works straight from Draft, for a quote the customer agreed to in person or by phone.
  • Duplicate, in the ”…” menu beside History, copies a quote into a new draft. Handy for repeat work.
  • Save version, in the same menu, keeps a restore point in the quote’s History. Autosaves do not, so save a version before a big rework.
  • Sections carry through to the project: budgets, claims and costs can be tracked section by section.

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What’s next

When the customer accepts, press Mark accepted and then Convert to project. The project’s contract value is the quote’s subtotal (ex GST), and the quote’s line items and sections become the project’s claim schedule, ready for the first progress claim.