GCs - Pricing

How to create a new Pricing Document(Quote) in Part3

Step 1: In your Project, click on the '+' button in the top right corner. 

Step 2: Select 'Quote'

Step 3: A pop-up will appear for you to enter basic information about the Pricing document/Quote. The number will automatically fill based on the next available number in the project, but you can override that if necessary. 

Step 4: When you are finished filling out the field, click the blue 'Create' button. 

Your document will now be in DRAFT mode until additional details of the pricing request are provided. 

Step 5: Add your pricing details and upload your pricing document. Once the information has been added, click the 'Save' button.

Step 6: Once your pricing details have been added, the document is ready to be sent for review. Click the 'Request Review' button.

Step 7: A pop-up will appear with a list of Consultants on the project. Select which consultant disciplines need to review the quotation, and then click Submit.