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Working with Quotes

Pipeline’s quoting system lets you create, edit, and send quotes to customers as part of the job workflow.

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Quote Lifecycle

Quotes move through these statuses:
  1. Draft - Editable, not yet sent to the customer
  2. Sent - Delivered to the customer, awaiting response
  3. Accepted - Customer has accepted the quote
  4. Rejected - Customer has declined the quote
  5. Expired - Quote validity period has passed

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Creating a Quote

From the job detail page:
  1. Navigate to the Quotes section
  2. Click New Quote
  3. Fill in the quote details
Screenshot: The Quote editor showing the header fields (Customer, Date, Expiry, Address), the line items table with columns for description, quantity, rate, and total, and the financial summary (Nett, Tax, Total) at the bottom.
Quote Header Fields:
  • Customer - Pre-filled from the job (editable in Draft only)
  • Date - Quote date (editable in Draft only)
  • Expiry - Select quote validity period from the dropdown
  • Address - Toggle between billing and service address
  • Type - Switch between Quote and Estimate (Draft only)
Quote Line Items: Each line includes:
  • Task or item description
  • Quantity
  • Unit rate
  • Total price
  • Whether the line is chargeable
  • Notes

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Financial Summary

The quote header displays key financial metrics:
  • Cost - Total cost of quoted items
  • Margin - Profit amount (Gross minus Cost)
  • Margin % - Percentage profit
  • Budget - Project budget limit
The bottom of the quote shows:
  • Nett - Subtotal before tax
  • Tax - Tax amount
  • Total - Gross amount including tax

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Sending a Quote

Once your quote is ready:
  1. Review all line items and totals
  2. Click Send Quote
  3. The quote status changes to Sent and fields become locked

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Quote Actions

  • Preview - View the quote as a formatted PDF
  • Clone - Create a copy of an existing quote
  • Create Invoice - Generate an invoice from an accepted quote
  • Export - Download as PDF