{"id":156216,"date":"2026-11-04T13:58:55","date_gmt":"2026-11-04T13:58:55","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&p=156216"},"modified":"2026-11-04T14:07:03","modified_gmt":"2026-11-04T14:07:03","slug":"creating-a-quotation-from-a-cost-sheet-and-tracking-its-quotations","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/creating-a-quotation-from-a-cost-sheet-and-tracking-its-quotations\/","title":{"rendered":"Creating a Quotation from a Cost Sheet and Tracking Its Quotations"},"content":{"rendered":"
\n

You can create a construction quotation directly from the Cost Sheet<\/strong> page with its data ready, track all quotations linked to it from a dedicated tab, and see their operations in the cost sheet’s activity log.<\/p>\n

\n

Contents<\/p>\n

    \n
  1. Creating a quotation from a cost sheet<\/strong><\/a><\/li>\n
  2. Fields filled automatically<\/strong><\/a><\/li>\n
  3. Construction Quotations tab<\/strong><\/a><\/li>\n
  4. Activity log<\/strong><\/a><\/li>\n
  5. Approving the cost sheet and the quotation<\/strong><\/a><\/li>\n
  6. FAQs<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Creating a quotation from a cost sheet<\/h2>\n
      \n
    1. From the main menu, choose Construction<\/strong>, then Cost Sheets<\/strong><\/a>, and open the cost sheet.<\/li>\n
    2. Click Create Construction Quotation<\/strong> in the action bar.<\/li>\n
    3. The quotation form opens with its data filled in from the cost sheet. Review and edit it if needed, then save.<\/li>\n<\/ol>\n
      \n\ud83d\udec8<\/span><\/p>\n

      Note:<\/strong> The Create Construction Quotation<\/strong> button doesn’t appear for a cost sheet with the Contracted<\/strong> or Rejected<\/strong> status, and it requires permission to add quotations.<\/p>\n<\/div>\n

      Fields filled automatically<\/h2>\n\n\n\n\n\n\n\n\n\n
      Field<\/th>\nSource<\/th>\n<\/tr>\n
      Cost sheet<\/td>\nThe cost sheet you created the quotation from.<\/td>\n<\/tr>\n
      Project or bid<\/td>\nThe project or bid linked to the cost sheet.<\/td>\n<\/tr>\n
      Client<\/td>\nThe client of the project or bid, or the cost sheet’s client if it isn’t linked to either.<\/td>\n<\/tr>\n
      Duration and dates<\/td>\nThe cost sheet’s duration and start and end dates.<\/td>\n<\/tr>\n
      Taxes and currency<\/td>\nThe cost sheet’s taxes and currency.<\/td>\n<\/tr>\n
      Bill of Quantities<\/td>\nThe cost sheet’s items.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      Construction Quotations tab<\/h2>\n

      The Construction Quotations (count)<\/strong> tab appears between Details<\/strong> and Activity Log<\/strong> if the cost sheet has at least one quotation and you have permission to view quotations. It shows the following columns:<\/p>\n\n\n\n\n\n\n\n\n
      Column<\/th>\nWhat it shows<\/th>\n<\/tr>\n
      Construction Quotation No.<\/strong><\/td>\nThe quotation number.<\/td>\n<\/tr>\n
      Client<\/strong><\/td>\nThe client’s image, name, and number.<\/td>\n<\/tr>\n
      Price<\/strong><\/td>\nThe quotation total.<\/td>\n<\/tr>\n
      Created By<\/strong><\/td>\nThe employee’s image, name, number, and the creation date.<\/td>\n<\/tr>\n
      Status<\/strong><\/td>\nIssued<\/strong>, Approved<\/strong>, Contracted<\/strong>, or Rejected<\/strong>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      Click any row to open the quotation, or use the row’s actions menu: View<\/strong>, Edit<\/strong>, Clone<\/strong>, or Delete<\/strong>.<\/p>\n

      Activity log<\/h2>\n

      Operations on quotations linked to the cost sheet, such as creating, editing, and changing the status, also appear in the cost sheet’s Activity Log<\/strong> tab.<\/p>\n

      Approving the cost sheet and the quotation<\/h2>\n\n\n\n\n\n\n
      Operation<\/th>\nWhat happens<\/th>\n<\/tr>\n
      Approving a cost sheet that has no quotation<\/td>\nA new quotation is created with the Issued<\/strong> status, and the confirmation message says so.<\/td>\n<\/tr>\n
      Approving a cost sheet that has a quotation<\/td>\nThe latest quotation linked to it (unless rejected) is updated with the cost sheet changes, and the confirmation message mentions its number.<\/td>\n<\/tr>\n
      Approving a quotation linked to a cost sheet<\/td>\nThe cost sheet is updated with the quotation’s Bill of Quantities, duration, dates, and taxes.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      FAQs<\/h2>\n

      Why doesn’t the Construction Quotations tab appear?<\/h3>\n

      Because no quotation is linked to the cost sheet yet, or because you don’t have permission to view quotations.<\/p>\n

      Can I create more than one quotation from the same cost sheet?<\/h3>\n

      Yes, as long as the cost sheet isn’t Contracted<\/strong> or Rejected<\/strong>. All quotations appear in the tab.<\/p>\n<\/div>\n","protected":false},"author":39,"featured_media":0,"template":"","categories":[15599,16075,16356],"tags":[28535,15726,28716,28719,15689,16747,28715,16579,16379,28714,28717,16545,28718],"class_list":["post-156216","tutorial","type-tutorial","status-publish","hentry","category-construction","category-quotations","category-cost-sheets","tag-approve-cost-sheet","tag-bill-of-quantities","tag-boq","tag-can-i-create-more-than-one-quotation-from-the-same-cost-sheet","tag-construction","tag-construction-quotation","tag-construction-quotations-tab","tag-cost-sheet","tag-cost-sheet-activity-log","tag-create-quotation-from-cost-sheet","tag-how-do-i-create-a-construction-quotation-from-a-cost-sheet","tag-link-quotation-to-cost-sheet","tag-why-doesnt-the-create-construction-quotation-button-appear"],"yoast_head":"\nCreating a Quotation from a Cost Sheet and Tracking Its Quotations - Daftra Knowledge Base<\/title>\n<meta name=\"description\" content=\"Create a construction quotation from a cost sheet with its data ready, and track the linked quotations and their activity from the cost sheet page.\" \/>\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\/creating-a-quotation-from-a-cost-sheet-and-tracking-its-quotations\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating a Quotation from a Cost Sheet and Tracking Its Quotations - 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