Convert a Request to a Quote

What this guide covers

This guide explains how to convert a request into a quote. Converting to a quote is the right choice when the customer needs a price estimate before committing to the work.

When to convert to a quote

Convert to a quote when:

• The customer explicitly asks for an estimate.
• The scope of work requires a detailed breakdown.
• The job is large enough that pricing should be approved first.
• You want to provide options (good/better/best).

How to convert

1. Open the request detail page.
2. Click Convert to Quote.
3. The quote form opens with pre-filled data:
   • Contact -- from the request.
   • Property -- the contact's linked property, if available.
   • Description -- from the request description.
4. Add line items from the pricebook.
5. Set an expiration date if applicable.
6. Click Save to create the quote.

Screenshot: The quote creation form with contact and description pre-filled from the request.

What happens after conversion

• The request status changes to Converted.
• A link to the new quote appears on the request detail page.
• You can send the quote to the customer for review.

From quote to job

Once the customer accepts the quote, you can convert the quote into a job. The full pipeline is:

Request -> Quote -> Job

This ensures every step is documented and the customer approves pricing before work begins.

Tip: If the request is straightforward and pricing is standard, skip the quote step and convert directly to a job. Use the quote step only when a price estimate adds value to the customer relationship.

Animation: The conversion flow: clicking Convert to Quote, adding line items, and saving the quote.

Related articles

• Convert Requests to Jobs
• Track Incoming Requests
• Create and Send Quotes