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

🕰 Est. Time: 10 minutes

🎯 Goal: Learn how to create and edit Quotes within Streamtime
🔑 Requirements: Access to Jobs and ability to create Quotes

When you're ready to create a Quote, follow the below steps:

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.

You can add a markup item directly within a quote to automatically create a fixed-price line item based on a percentage value. This makes it easier to apply additional charges, margins, or overheads without manually calculating and entering amounts.

This feature is useful when you need to apply a consistent markup across an entire quote or a specific section of work, for example to add project or production management fees, handling or administration charges, phase-specific overheads, or contingency costs.

How it works

To add the Markup Item to the quote, simply click the + icon on the far left, which opens up a menu allowing you to select what you want to include. Select Add markup item.

When adding a markup item to a quote, you can choose to calculate the markup as a percentage of:

For example, if your quote headings represent project phases, you can apply a markup at the phase level rather than across the entire quote. This allows different sections of work to have their own markup calculations.

Once applied, the system automatically creates a fixed-price line item using the calculated value.

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:

Can I edit a quote after sending it?
Yes - simply head into the Quote and click 'edit'. As a note, when you do edit a Quote, your client will no longer have visibility over the previous version, so you would need to re-send it once amended.

My quote totals don't match my job plan - why?
A quote is a snapshot of your job plan at the moment you created it. If you've since adjusted figures directly on the quote, the totals will differ, and this won't link back to the job. If you want the quote to reflect your current job plan, you can recreate it from the job plan.

Why is the Quotes progress bar on my job showing 0%?
The Quotes progress bar only moves once a quote is approved - pending quotes don't count toward it yet, even if they've been sent to your client.