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Work the leads 6 min read

A quote from the plans in ten minutes

Describe the job or drop the plan set, let the line items draft from the price book, send a private link, and the amount lands on the pipeline card when they accept.

This guide is hands-on. Follow along in the app.
A free trial takes two minutes: 25 project views or 14 days, whichever comes first. No card.
Open this as a guided tour in the appQuotes, with Scout · 7 steps on the real screen. Sign in first if you are not already.Start
The quote builder: a job description box with Draft line items, client and quote details on the left, and a live preview of the quote exactly as the client will see it on the right
Describe the job on the left; the right side is exactly what your client sees.
  1. 1
    Start from the card
    Quotes → New quote, or from the pipeline card, or just tell Scout quote the Alder Ave job. Starting from a card carries the client, the address and the project title across.
  2. 2
    Describe the job, or drop the plans
    "Full basement development, 900 sq ft: framing, electrical rough-in, drywall, 3-piece bathroom, vinyl plank flooring." Or drop the plan set (PDF or a photo, up to 15 MB). Draft line items builds the quote from your description and the branch's price book.
  3. 3
    Edit like a spreadsheet
    Every line has a description, quantity, unit and price. Pull any item from the price book with From price book…, save a new one back to it with Save to price book, set valid-until, tax and a discount. It autosaves.
  4. 4
    Send the link
    Send creates a private link and a PDF. The client sees the quote on a branded page with Accept quote, Decline, and Download PDF. The status moves through Sent, Viewed, and Accepted or Declined (with their reason).
  5. 5
    The card knows
    Sending sets the pipeline card to Quoted and writes the total on it. An accepted quote is the starting point for a contract, an invoice, and a job, each prefilled from it.

The price book

The Price book tab holds your common items: name, client-facing description, unit, price, category. Fill it once and quoting gets ten times faster, because the drafter prices from it. Paste the text of an old quote, invoice or price list into Import from old quote and the items are extracted for you. If the branch runs Product Brain, selected catalog rows push straight into the price book.

NoteA quote's total is what the job is worth, and it sits on the card whatever the stage. Won value is only written when you mark the deal won. They answer different questions and BuildMapper keeps them apart on purpose.
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See it on your own area

Everything in this guide runs live in BuildMapper: a scored map, the right time to call, Scout, your AI assistant, and a pipeline. Free trial: 25 project views or 14 days, whichever comes first, no card.