{"id":147744,"date":"2026-10-13T07:55:49","date_gmt":"2026-10-13T07:55:49","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=147744"},"modified":"2026-10-13T07:56:12","modified_gmt":"2026-10-13T07:56:12","slug":"how-to-issue-a-construction-quotation-for-a-client","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-issue-a-construction-quotation-for-a-client\/","title":{"rendered":"How to Issue a Construction Quotation for a Client"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]The System does not require a Construction Quotation to be linked to a bid or project. You can issue an independent Construction Quotation directly to the client from the quotations list, with the option to link it to an existing bid or project if needed. This article explains how to issue a Construction Quotation in this way.<\/p>\n

Note Before You Start:<\/strong> There is a difference between a regular quotation and a Construction Quotation; a regular quotation is usually converted into an invoice, while a Construction Quotation is used for bids and project creation.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Steps to Issue a Construction Quotation for a Client” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1790511529201{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

Step 1: Open the Quotations List<\/h3>\n

From the main menu, go to Construction, <\/strong>choose Quotations <\/strong>and click on\u00a0 Create Quotation<\/strong>.<\/p>\n

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[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

Step 2: Link the Construction Quotation to a Bid or Project (Optional)<\/h3>\n

In Link Quotation to<\/strong>, select the record type Bid<\/strong> or Project<\/strong>, then select the required record from the second dropdown list.<\/p>\n

If you want to create an independent Construction Quotation, skip this step.<\/p>\n

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[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

Step 3: Select the Client<\/h3>\n

Select the required client. Selecting a client is mandatory, and only active clients are available.<\/p>\n

If you selected a bid or project, the client is populated automatically and cannot be changed.<\/p>\n

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[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

Step 4: Link the Construction Quotation to a Cost Sheet (Optional)<\/h3>\n

Select a Cost Sheet<\/strong> if needed.<\/p>\n

If a bid or project has been selected, only Cost Sheets linked to that bid or project are available.<\/p>\n

If no bid or project has been selected, the available Cost Sheets are limited to those associated with the selected client.<\/p>\n

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[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

Step 5: Complete the Remaining Construction Quotation Details<\/h3>\n

Complete the remaining Construction Quotation information, including:<\/p>\n

    \n
  • Currency<\/strong><\/li>\n
  • Duration<\/strong><\/li>\n
  • Start Date<\/strong><\/li>\n
  • End Date<\/strong><\/li>\n
  • Tax 1<\/strong><\/li>\n
  • Tax 2<\/strong><\/li>\n
  • Description<\/strong><\/li>\n<\/ul>\n

    Then define the Bill of Quantities<\/strong>, including:<\/p>\n

      \n
    • Main Tender<\/strong><\/li>\n
    • Sub Tender<\/strong><\/li>\n
    • Work Item<\/strong><\/li>\n<\/ul>\n

      \"\"[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

      Step 6: Save the Construction Quotation<\/h3>\n

      Click Save<\/strong> to issue the Construction Quotation. Its status is set to Issued<\/strong>.<\/p>\n

      \"\"<\/p>\n

      [\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=”3d” message_box_color=”alert-warning”]<\/p>\n

      Important Notes<\/h2>\n
        \n
      • The order in which you select the fields affects the available options:\n
          \n
        • Selecting the Bid<\/strong> or Project<\/strong> first limits the available Cost Sheet<\/strong> and Client<\/strong> options.<\/li>\n
        • Selecting the Client<\/strong> first limits the available Bid<\/strong>, Project<\/strong>, and Cost Sheet<\/strong> options.<\/li>\n
        • Selecting the Cost Sheet<\/strong> first automatically populates the Client<\/strong> and the associated Bid<\/strong> or Project<\/strong>.<\/li>\n
        • If the Cost Sheet is linked to both a Bid and a Project, the System selects the Project<\/strong>.<\/li>\n<\/ul>\n<\/li>\n
        • Bids that have been converted into projects and projects with Closed<\/strong> or Canceled<\/strong> status do not appear in the Link Quotation to<\/strong> list.<\/li>\n
        • If the Branch app is enabled, the Bid<\/strong>, Project<\/strong>, and Cost Sheet<\/strong> lists display records from the current branch only.<\/li>\n<\/ul>\n

          [\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":38,"template":"","categories":[15599,16075],"tags":[18260,15689,18259,18263,18262,18258,18261,16576],"class_list":["post-147744","user_manual","type-user_manual","status-publish","hentry","category-construction","category-quotations","tag-client-and-bid-and-cost-sheet-selection-order","tag-construction","tag-difference-between-construction-quotation-and-traditional-quotation","tag-how-can-an-independent-construction-quotation-be-created","tag-independent-construction-quotation-without-bid-or-project","tag-issue-construction-quotation-to-client","tag-link-construction-quotation-to-bid-or-project","tag-quotations"],"yoast_head":"\nHow to Issue a Construction Quotation for a Client - Daftra Knowledge Base<\/title>\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\/user_manual\/how-to-issue-a-construction-quotation-for-a-client\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Issue a Construction Quotation for a Client - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]The System does not require a Construction Quotation to be linked to a bid or project. 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