{"id":156210,"date":"2026-11-04T12:58:34","date_gmt":"2026-11-04T12:58:34","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&p=156210"},"modified":"2026-11-04T14:41:34","modified_gmt":"2026-11-04T14:41:34","slug":"viewing-a-construction-quotation","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/viewing-a-construction-quotation\/","title":{"rendered":"Viewing a Construction Quotation"},"content":{"rendered":"
\n

The Construction Quotation<\/strong> page shows the document as it will be printed, its details, and its activity log, and links it to its cost sheet and contract. From the same page, you can approve the quotation and then create a contract for it.<\/p>\n

\n

Contents<\/p>\n

    \n
  1. Opening a quotation<\/strong><\/a><\/li>\n
  2. Page tabs<\/strong><\/a><\/li>\n
  3. Header details<\/strong><\/a><\/li>\n
  4. Approving a quotation<\/strong><\/a><\/li>\n
  5. Adding a contract from a quotation<\/strong><\/a><\/li>\n
  6. Action buttons<\/strong><\/a><\/li>\n
  7. FAQs<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Opening a quotation<\/h2>\n
      \n
    1. From the main menu, choose Construction<\/strong>, then Construction Quotations<\/strong><\/a>.<\/li>\n
    2. Click the quotation to open its page.<\/li>\n<\/ol>\n

      Page tabs<\/h2>\n\n\n\n\n\n\n
      Tab<\/th>\nWhat it shows<\/th>\n<\/tr>\n
      Construction Quotation<\/strong><\/td>\nThe quotation in the first template of the Printables<\/strong> list, as the client will receive it. This tab appears first and the page opens on it if the quotation has a printable template. It extends to the document’s full length, so you scroll the page, while the page header stays fixed at the top.<\/td>\n<\/tr>\n
      Details<\/strong><\/td>\nThe quotation data: client, project or bid, duration and dates, taxes, and Bill of Quantities.<\/td>\n<\/tr>\n
      Activity Log<\/strong><\/td>\nAll operations performed on the quotation.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
      \n

      \ud83d\udec8<\/span><\/p>\n

      Note:<\/strong> The Construction Quotation<\/strong> tab has no print or download buttons. To print or choose another template, use Printables<\/strong> in the action bar.<\/p>\n<\/div>\n

      Header details<\/h2>\n\n\n\n\n\n\n\n\n
      Item<\/th>\nWhen it appears<\/th>\n<\/tr>\n
      Status<\/strong><\/td>\nAlways: Issued<\/strong>, Approved<\/strong>, Contracted<\/strong>, or Rejected<\/strong>.<\/td>\n<\/tr>\n
      Contract<\/strong> link<\/td>\nWhen the quotation is linked to a contract. The link opens the contract, and it disappears if the quotation is removed from the contract.<\/td>\n<\/tr>\n
      Cost Sheet<\/strong> link<\/td>\nWhen the quotation is linked to a cost sheet.<\/td>\n<\/tr>\n
      Add Contract<\/strong> button<\/td>\nFor an approved quotation linked to a project that has no contract. See Adding a contract from a quotation<\/strong><\/a>.<\/td>\n<\/tr>\n
      Approve<\/strong> button<\/td>\nFor an issued quotation, if you have permission to approve and reject quotations.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      Approving a quotation<\/h2>\n
        \n
      1. On a quotation with the Issued<\/strong> status, click Approve<\/strong>.<\/li>\n
      2. Review the confirmation message, then click Yes<\/strong>. The status becomes Approved<\/strong>.<\/li>\n<\/ol>\n\n\n\n\n\n\n
        Case<\/th>\nWhat the confirmation message shows<\/th>\n<\/tr>\n
        The quotation is linked to a cost sheet that will be updated<\/td>\nAn extra line: Cost Sheet #code will be updated with Quotation #code changes.<\/strong> The cost sheet is updated with the quotation’s Bill of Quantities, duration, dates, and taxes.<\/td>\n<\/tr>\n
        Another approved quotation is linked to the same cost sheet<\/td>\nA warning that the other quotation will be rejected when you approve.<\/td>\n<\/tr>\n
        The quotation is on a bid that isn’t awarded yet<\/td>\nA warning that the bid status will become Awarded<\/strong>, and you won’t be able to edit the quotation or its status afterward.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
        \n

        \ud83d\udec8<\/span><\/p>\n

        Note:<\/strong> If another quotation linked to the same cost sheet is Contracted<\/strong>, approval is blocked with the message Quotation can\u2019t be approved<\/strong>.<\/p>\n<\/div>\n

        Adding a contract from a quotation<\/h2>\n

        The Add Contract<\/strong> button appears at the top of the page when the quotation is Approved<\/strong>, linked to a project that has no contract, and you have permission to add contracts. It doesn’t appear for a quotation linked only to a bid.<\/p>\n

        Clicking it opens the contract form with the quotation selected, along with the client, project, Bill of Quantities, duration, dates, taxes, and currency. After you save the contract, the quotation status becomes Contracted<\/strong>. For the full steps, read How to Create a Contract and Link It to an Approved Construction Quotation<\/strong><\/a>.<\/p>\n

        Action buttons<\/h2>\n

        The action bar below the page header includes Edit<\/strong>, Clone<\/strong>, Printables<\/strong>, Send Email<\/strong>, and Reject<\/strong> before Delete<\/strong>. Reject<\/strong> appears for issued quotations only.<\/p>\n

        FAQs<\/h2>\n

        Why doesn’t the “Construction Quotation” tab appear?<\/h3>\n

        Because no printable template is available for construction quotations. Add or activate one.<\/p>\n

        Can I change the template shown in the tab?<\/h3>\n

        The tab shows the first template in the Printables<\/strong> list. To print the quotation with another template, choose it from Printables<\/strong>.<\/p>\n<\/div>\n","protected":false},"author":39,"featured_media":0,"template":"","categories":[15599,16075],"tags":[28645,28533,15689,16747,28644,28646,16579,28648,28650,28647,16083,28649],"class_list":["post-156210","tutorial","type-tutorial","status-publish","hentry","category-construction","category-quotations","tag-add-contract-from-quotation","tag-approve-quotation","tag-construction","tag-construction-quotation","tag-construction-quotation-page","tag-contracted","tag-cost-sheet","tag-how-do-i-approve-a-construction-quotation","tag-how-do-i-create-a-contract-from-an-approved-quotation","tag-quotation-printables","tag-quotation-status","tag-why-doesnt-the-construction-quotation-tab-appear"],"yoast_head":"\nViewing a Construction Quotation - Daftra Knowledge Base<\/title>\n<meta name=\"description\" content=\"Learn about the construction quotation page: the document preview tab, contract and cost sheet links, approving the quotation, and adding a contract.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/viewing-a-construction-quotation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Viewing a Construction Quotation - 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