Batch quote creation helps teams prepare similar quotes faster. Use it when the same service, campaign, inspection result, or seasonal package needs to be quoted across multiple clients or properties.
Open Quotes to create and manage quotes.
Before creating quotes in bulk
Prepare the reusable details first:
- Products and services.
- Quote title and description.
- Client message.
- Contract disclaimer.
- Deposit or payment schedule.
- Attachments or images.
Review Products and Services before starting so pricing and descriptions are consistent.
Review before sending
Even when quotes are created in bulk, review each quote before sending. Confirm client details, property details, line items, dates, and any client-specific notes.
Track the batch
Use the quote list and Quotes Conversion Report to follow approvals, requested changes, and converted jobs.