A quotation written in a word processor is a number nobody can check later. Quote it here and the basis you priced on is the basis you invoice on, the figure lands on the job, and what you actually quoted is still on the record when somebody asks in eighteen months.
Start a free trial Book a demoFour of them carry straight through to the invoice, so a job quoted by grade rate is billed by grade rate. A lump sum becomes the agreed fee the invoice bills against. Nobody has to translate a proposal into a different shape later.
Lines and figures, typed. For the proposals where the shape of the work is the point and the pricing was settled in a conversation.
One figure for the whole appointment. Quick to send, and the one most likely to be wrong, which is why it is worth pricing it against your own rates first on another tab before you commit to it.
Price the hours you expect the work to take, at the rates you charge. The quotation is then directly comparable with the time that gets recorded against it.
Price by who will actually do the work. A proposal costed entirely at director level is a proposal nobody wins, and one costed entirely at assistant level is one nobody profits from.
For the appointments priced as a share of construction value or of an overall fee, quoted stage by stage.
A quotation has a life before anybody agrees to it. Pick a numbered point to see what the screen is tracking.
Four points on this screen.
A fee is not profit. Set your own numbers and see what an hour has to earn before a quotation stands up.
Cost of an hour means salary, employer costs and overhead divided by the hours that are actually chargeable, not the hours people are paid for.
An illustration from the figures you entered, not a measured result. It says nothing about what the market will pay, which is the other half of quoting.
The parts of quoting that are not the number itself.
Save a quotation as a template and load it on the next one. Most practices send variations on a handful of proposals, and retyping the wording is how a clause that matters goes missing.
Copy does the same job for a one off: start from the quotation you sent last week rather than from an empty screen.
Expenses are quoted on their own lines with their own VAT rates, and can be discounted individually, so printing can be absorbed while travel is passed on without touching the fee.
Fees and expenses total separately and then together, which is also how they appear on the invoice, so the client sees a consistent shape from proposal to bill.
Print produces the document that goes out: your letterhead, the description lines, quantities and unit prices where they apply, VAT per line, and the totals underneath.
Your registered details, bank details and payment terms come from your own settings rather than being retyped, which is the usual reason a client pays into an account you closed last year.
A committed quotation becomes the fee the job is measured against. Time booked to that job is then compared with what you said it would take, and the invoices are raised on the basis you quoted.
That loop is the reason to quote in here rather than in a document: without it, nobody ever finds out which proposals were priced well.
Nothing here is a separate system. The same job, the same people and the same numbers run through all of it.
A free trial takes a few minutes to set up, and no card. Or let us walk you through it against the way your practice actually prices work.
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