WorkQuotes
Submitting a Quote
How the Send Quote step works, including final service pricing, status changes, and what opens up after the quote is sent.
Sending a quote is the point where Work Planner locks in the service prices for that version of the quote and moves the quote into a state that can be confirmed later.
Where Send Quote Appears
- Open quote detail view: The Send Quote button appears when the quote is still in Received or Pending status.
- Quick process routes: The same send action is also used inside the quote quick-process popup.
- What this step is not: In the current quote workflow, Send Quote does not open an email composer. It is a status-and-pricing step inside Work Planner.
Inside the Send Quote Popup
- Service rows: Every service on the quote is listed with its current pricing values.
- Pricing Type: You can still switch between Standard and Hourly Per Person here if the pricing approach changed since the quote was first created.
- Price or Rate Per Person Per Hour: Update the actual amount being quoted for that service.
- Duration and People: These appear for hourly pricing and must be filled properly so the line total can be calculated.
- Totals: The popup recalculates subtotal, VAT, and total from the service rows, giving you one last review point before the quote is marked as sent.
Things That Block Sending
- No services: Work Planner will not send a quote with no services attached.
- Missing hourly details: Hourly-per-person lines still need duration and people values before the quote can be submitted properly.
What Changes After You Send
- Status becomes Sent: The quote leaves the working draft state and moves into Sent.
- Sent Date is recorded: The quote detail view shows when the quote was sent.
- Confirmation opens up: Once sent, the Confirm Quote action becomes available and the quote can be turned into live work.
- Pricing is carried forward: The service pricing saved here is what the confirmation flow uses when it creates jobs.
Related articles
- Quote Detail View: Shows where the send action appears and where the sent date is displayed afterwards.
- Quote Service Pricing: Explains the pricing fields used in the send popup.
- Confirming a Quote: The next stage after the quote has been sent.
- Quick-Process Popup: Covers the inline workflow that uses the same send step.