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 provides 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 edit the details to suit what your client needs to see, without changing the internal job setup. You can also change the look and feel of your quote to reflect your brand.

Learn more about customising your quote here.

The Preview and Send screen is where you'll see your quote exactly as your client will, and you'll notice the three tabs on the right sidebar have changed.

You can send your quote directly to your client from Streamtime:

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

If you'd prefer to send your invoice externally, simply hit the download button on the black bar at the top.

There’s no standard requirement to include names, dates or signatures on quotes, so the acceptance options in Streamtime are there for teams who find them useful, designed to work alongside your existing approval process.

You can enable this feature from the Quote Settings (make sure your Quote is in Edit mode, then turn on the checkbox for Quote Acceptance).

When downloaded, the Quote Acceptance fields can be completed using PDF editors. You can also set up integrations with e-signature (for example, using Zapier) to help automate this step.

If sent via Streamtime, your client will be able to approve or decline the quote themselves.

If you've sent the quote externally or need to manually approve the quote, you can do this from the ⋮ three-dot menu in the top right of the quote page.

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: