Budget Quotes

Creating a Budget Quote

• To create a Budget quote, follow the steps for creating a Project

• When you get to the ‘Quote Type’ selection, select ‘Budget’ from the drop downs.

• Note that Budget Quotes are NOT Shareable to external users. Upon conversion, this option will be available.

To skip the budget process, choose ‘Bid’ from the drop downs.

• Continue configuring per job specifications

Submitting for Budget Quote for Price Approval

• Follow the normal Tech Review/Price Approval Process

•The ‘Order Status’ will update to “Approved” when your price has been approved and your quote is ready.

Please note, the shipping screen is disabled until conversion.

Converting from Budget to Bid

• To convert from Budget to Bid, go to the pricing page, select ‘Convert to Bid’ Button.

• Your Quote is now in a sharable state.

• This step will reset all previous approval Status’, you will need to re-submit for both Price and Tech Review.

An internal note is auto added for both price and tech review.

• From here, continue formal Order Entry steps.