Feature · Quotes
Professional quotes, calculated — not guessed.
Build structured quotations from your own price book and templates. JobDocs handles the line items, VAT and totals so the numbers are consistent every time — no AI, no surprises.
How quoting works
Step 1
Start from a template or price book
Reuse saved line items, bundles and rates instead of rebuilding every quote from a blank page.
Step 2
Let the calculations run
Quantities, measurement calculators, VAT and totals are computed deterministically — the same inputs always produce the same figures.
Step 3
Send an immutable version
Drafts and internal costs stay private. When you send a quote, JobDocs publishes a fixed version so both sides see the same numbers.
The quote flow
1
Template
Start from your saved price book.
2
Line items
Add quantities and calculators.
3
Totals
VAT and totals are calculated.
4
Send
Publish a fixed version.
5
Accept
The customer reviews and accepts.
What you get
- Reusable templates and saved price book
- Line items, quantities and measurement calculators
- Automatic VAT and total calculations
- Bundles for common packages of work
- Private drafts and costs, published versions only when sent
- Side-by-side comparison for organisations collecting quotes
Quote figures are calculated from the inputs you provide. You remain responsible for reviewing pricing and the scope of work before sending a version.