Quote Designer: Overview

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Where to create a quote 

Building your quote document

• Save & Create Quote: Save & create the quote.
• Cancel: Cancel the quote.
• Download PDF: Download your quote as a PDF.
• Estimate: 
  • Role: Every role and its hours 
  • Phase: One line per phase 
  • Deliverable: Greyed out if not enabled in Baseline. You can enable deliverables in Baseline Settings to quote at the deliverable level.
  • Project Total: A single summary line 
  • Effort Display (hours): Time Units are set to 'hours' in the Baseline Settings 
  • Columns: Hours, Rate, and Amount 
  • Roll-ups: 
    • Expenses per Phase: Shows total expenses for each phase below subtotal
    • Phase Subtotals: Totals each group before the summary
  • Totals: 
    • Subtotal 
    • Expenses Estimated 
    • Grand Total 
• Document Sections: 
  • Cover & details: These details come from the quote data model. Valid Until is the only field you can change here — it defaults to 30 days from the date of issue.
  • Introduction: The introduction can be toggled on and off. If turned on, you can customize the text shown here.
  • Scope & Estimate Description: The scope of work can be toggled on and off. If turned on, you can customize the text shown here.
  • Estimate: Always included in the PDF - configured in the Estimate section. 
  • Terms & Conditions: The terms & conditions can be toggled on and off. If turned on, you can customize the text shown here.
  • Agreement: Always included in the PDF — the signature page is the final authored page and cannot be turned off. By digitally signing, both parties agree to the scope, estimations and terms set out in this quote.
• Branding: Company logo, Accent Color (Used for headings, rules, and totals in the PDF), Font, Default Branding option (This accent color and font are the default for new quotes). 
• Layout & Theme: 
  • Themes include: Modern, Classic, and Minimal.
  • Page elements include: Page Header (logo, project name, and quote reference) and Page Footer (company name, contact details, and page number).
• Export: Use companyname_quote_{project id}_{client} or {date}