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[PM] Quotes: Adding a Quote on behalf of a Trade

Updated over 8 months ago

If you haven't received a quote from a trade, you have the ability to place a quote on behalf of the trade.

STEP 1: On the left-hand side of the page, you will see a 'Place a Quote' button under the quote requested field of the trade.

STEP 2: Click on the 'Place a Quote' button. Under the place a quote button, you can place a note or attach any document received from a trade and enter the quoted amount, quote estimate, fixed fee, and hourly rate. Once done, click Place a Quote.

Upon placing a quote you'll have the option to accept, reject or edit the quote on behalf of a trade if you need to.

The note that has been added will appear under the 'Note' section of the job and the email that has been sent out is in the 'Email' section.

Once done, you can then send on for owner approval or action accordingly.

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