Quote checklist
Client-ready fit-out quotes need more than quantities.
Before the quote leaves your desk, the estimator needs source quantities, pricing review, terms, exclusions, and clean output in one place.
Check
scale
Review
pricing
Export
quote PDF
Before export
Review the quote while source measurements are still visible.
A quote can look formatted but still carry scale, rate, or scope issues. Quotiqa keeps review signals close to the export action.
Confirm scale on measured pages.
Check zero-rate and unusual-rate rows.
Review client details, terms, exclusions, and tax context.
Client-facing output
Hide internal pricing details from the client quote.
Cost, markup, and margin help the estimator, but client exports should show the commercial output the customer needs.
Keep internal margin out of client PDFs.
Use detailed exports when the estimator needs audit backup.
Download backups before major revisions or handoff.
FAQs
Questions estimators ask before trying Quotiqa.
What should a fit-out quote include?
At minimum: client details, quote rows, quantities, units, rates, totals, terms, exclusions, validity, and any tax context that applies.
Why connect the quote to the takeoff?
It reduces the chance that measured quantities and issued quote rows drift apart after drawing changes or rate edits.
Can Quotiqa export both client and internal files?
Yes. Client exports hide internal cost and margin, while detailed spreadsheet outputs can support review.
Next step