How do I upload a quote I received?

Quotes you have received (by email, PDF, paper, whatever) can be uploaded into a project so they are stored together, comparable side-by-side, and tied to your scope.

Steps

1. Open the project the quote is for.
2. Click Quotes → Add a quote.
3. Fill in:
   • Contractor name and contact details (optional but useful later).
   • Total amount (in pounds, ex-VAT and inc-VAT if you have both).
   • Date received (defaults to today).
   • Validity (most quotes are valid 30 days, set if known).
4. Upload the PDF or photo of the quote itself (drag-and-drop or click). We store the file securely; only you see it.
5. Optionally add notes ("liked their attitude on site visit", "asked good questions", etc.).
6. Save.

Once uploaded

The quote appears on your project's Quotes tab. From there you can:

• Open the original file at any time
• Edit any field (e.g. once you get the final agreed price)
• Mark a quote as Accepted, Declined, or Pending
• Use the comparison view to put quotes against each other

Tip

Add a quote as soon as you receive it, before you start negotiating. The original numbers are what you want for comparison. Once you start tweaking, you lose the baseline.