Quotation Builder

Quotation Builder helps contractors prepare a proposed scope and selling price before or during client negotiation.

It is designed for practical quotation work—not a full construction-estimating ERP, supplier-management system, or automated project-conversion workflow.

The supported lifecycle is:

1. Create the quotation from Quotations → New Quotation.

2. Complete the initial setup or questionnaire.

3. Build sections and line items in the quotation workspace.

4. Review internal cost and profit on Cost & Profit.

5. Review the client-facing document on Client Preview.

6. Save draft changes, update quotation status, print or export using browser print, and preserve quotation history.

Internal cost, markup, margin, and estimated profit remain workspace views. They must not appear on the client-facing quotation unless you deliberately disclose them outside Prospeno.

Quotation Builder requires an active Quotations module entitlement for the company.

Access is not limited by project assignment. Admins and Managers can work on quotations across the company workspace.

A quotation does not require an existing Prospeno project. Client and project/site names are captured on the quotation record itself.

All quotation editors who can open the builder can also use Build, Cost & Profit, and Client Preview.

• A Prospeno project is not required to create a quotation.
• Client, project/site, and site/location values can be edited later in the builder.
• Document subject, scope of work, notes, terms, and note boxes can be edited later and affect the client document.
• Validity, default payment terms, and default warranty text come from quotation module settings and note boxes.
• Paper size is selected in preview and stored in browser local storage; it does not change quotation totals.

Markup applies per item using the item markup when set; otherwise the section default markup is used.

There is no separate global markup control outside section defaults and item overrides.

Brand, model, specification, tax, discount, and per-item internal notes are not separate implemented item fields in the current builder.

Use description, unit, and note boxes for client-facing detail when needed.

Creating a quotation from pricebook copies the selected catalog values into quotation items at creation time.

Later pricebook changes do not silently rewrite existing quotations.

Materials & Requisition and Quotation Builder can share the same company catalog, but quotation items do not automatically become material requests.

Profit Guard is advisory. It helps review completeness and profitability; it does not block saving by itself.

Company target gross margin percent is configured in quotation module settings.

• Currency values use PHP-style two-decimal rounding in the current implementation.
• Separate tax lines, discount lines, and automatic tax timing are not implemented as quotation calculations.
• Manual edits to unit cost or markup recalculate selling values using the formulas above.
• Quotation totals are the sum of item selling line totals across sections.

• Paper size is selected in preview and stored in browser local storage.
• Printing uses the browser print dialog and print CSS — Prospeno does not generate a server-side PDF file.
• The overview quick action labeled Download PDF opens the preview route; save as PDF through the browser print dialog.
• Preview pagination, margins, and page breaks should be reviewed before sending the document to a client.

• Maximum note boxes per quotation: 5.
• Note-box titles and bodies are plain text fields in the current implementation.
• HTML or Markdown rendering is not supported in note boxes.
• Payment terms note-box content can populate the quotation terms field when saved.

• Statuses are assigned manually from the quotation overview.
• Marking a quotation won or lost, or reopening it, requires confirmation.
• Lost transitions require a loss reason.
• Won transitions may record an accepted amount.
• Changing status does not create project revenue, billing, collection, or material-request records.

Accepting or winning a quotation does not automatically create or update a Prospeno project.

Quotation totals do not automatically become project contract value.

A linked project may appear on the quotation overview when backend linkage exists, but project conversion is not a supported self-service workflow in the current product.

Shared pricebook access does not make quotation items material requests.

Fulfillment, approvals, and actual project cost recognition remain in Materials & Requisition.

• Quotation total is a proposed selling price, not a client billing or collection.
• Submitting, readying, or winning a quotation does not record payment.
• Collections & Billing records actual billings and payments against projects.
• Do not count quotation value as collected revenue in Prospeno.

Company-editable reusable template libraries beyond the built-in starter templates are not implemented as a separate template manager.

• Use clear sections instead of repeating the same item many times when a lot group is more appropriate.
• Keep note-box text concise.
• Reuse pricebook entries for consistent costing where practical.
• Stay within the supported section, item, and note-box limits.
• Large quotations may take longer to render in preview and print; review page breaks before sending.