Your business
Appears as the letterhead on the quotationClient
Who the quotation is addressed toQuote reference
Number, dates and what the job actually isCombined with the number below, e.g. QUO-1042.
Sets “valid until” from the issue date.
Cost build-up
Every section totals cost and charge separately, so margin is always visiblePricing controls
Overhead, risk, discount and the margin solver%
Applied to direct cost. Covers rent, admin, software, vehicles, unbilled time.
%
Allowance for the unknowns. Added to cost, then charged on.
%
Taken off the subtotal, before tax.
Applied last, to the price the client sees.
%
Required price = total cost ÷ (1 − margin ÷ 100).
%
The tool flags any tier that falls under this.
Tax
VAT, GST, HST, sales tax or your own labelAdd a second or third rate for split taxes such as GST + PST or CGST + SGST. “Applies to” lets a rate cover only part of the price.
Quote options / tiers
Good · Better · Best packagesEach line item carries a “from tier” setting: a tier-2 line appears in tiers 2 and 3, so packages build on each other.
Optional extras
Priced separately — the client can accept or ignore themTerms
Payment, lead time, inclusions and exclusions%
Exclusions are the single cheapest form of dispute insurance. Be specific.
Print & presentation
Controls what the client sees on the printed quotationLine amounts are scaled so they always add up to the quoted price. Cost, markup and margin never appear in the client section.
Do not send the internal page to a client. It shows your costs, markups and margin. Print the client copy with this box unticked, or delete the last page before sending.
Heads the printed document — “Quotation”, “Estimate”, “Budget price” or your own wording.
Price build-up
Margin analysis
Internal — never shown to the clientCost breakdown by section
Cost against charge, so you can see where the margin comes fromSave this quote
Adds a snapshot to the register so you can track it“Start next quote” keeps your business details, pricing rules and terms, clears the client and the line items, and advances the quote number.
Quote register
Every quote you have saved in this file| # | Quote | Client | Title | Issued | Valid to | Net | Total | Margin % | Status |
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No quotes saved yet. Build a quote, then use “Save quote to register” on the Pricing & terms tab.