Create and customise Quotes, send them to clients for approval, and automatically create budgets.

When you're ready to create a Quote, head to the Create menu and click Quote.

The Quote wizard allows you to select which Items and Expenses you'd like to pull through from your job plan.

Feel free to tweak the numbers that'll reflect on the Quote (your job plan will stay the same).

Once you're happy with what you want to include, either click:

Here, you'll be able to define the level of detail required for this Quote.

The settings you choose will be saved for next time.

As you turn options on and off, you'll see a preview of your quote content on the left. Once you're happy with the hierarchy of the content on your quote, click Create and edit.

Enabling the Role Summary tickbox provide clients with a breakdown of estimated team hours by role, in the below format:

Once you've created a quote, think of it as a snapshot of your job plan. You can refine the details to suit what your client needs to see, without changing the internal job setup.

Use the sidebar checkboxes to show or hide fields (handy if you've changed your mind since the settings page).

Click the Preview and Send button at the top anytime to see what your client will receive.

Click on any editable field to update headings, descriptions, rates, quantities, and totals.

You can add new line items in three ways:

Reminder: Changes made here affect this quote only. To update the job plan itself, make edits there first and create a new quote to reflect them.

Use headings, merging and reordering to organise the document in a way that works for you and your client.

Use the + button next to any item to add a heading and group related content for clarity.

Use the black bar at the top to merge multiple items into one:

Click Reorder, then drag and drop items into the desired order. When you're happy, click Save sort order.

Hit the ESC button while merging or reordering to cancel the changes and return to editing.

When you're ready, click Preview and Send to see how your quote will appear to the client.

Click the cog icon to choose between built-in template styles and fonts, or create a custom template for your own look and feel. Learn more about customising the layout, look and feel here.

Click on the globe icon on the sidebar to customise the wording you use on your quote. For example, you might call these documents an Estimate rather than a Quote.

You're also able to adjust things like the email language sent from Streamtime here, acceptance language, and terms and conditions for this specific quote. To update the templates, head to Settings > Your Company.

Learn more about email templates here.

A history of all quote activity will appear in the right-hand sidebar.

Prefer to send it manually? You can download a PDF version instead.

Once approved, the quoted amount becomes the job’s budget.

You can manually add a client PO number from the Job Settings, or your client can add one when they approve the quote by clicking 'Add PO Number.'

Once a quote is created in Streamtime, it will move through several statuses, helping you track its progress: