Add or request quotes
Open the work order and select Add quote to track a quote manually. Choose the vendor, quote status, amount, notes, and any quote files. Received quotes need an amount.
Send a vendor quote request
For a quote with a vendor email, select Send request to email the vendor a secure quote link. You can also copy the quote link and send it through another channel.
What vendors can submit
The vendor link shows the work order details and available work-order files. The vendor can enter a quote amount, notes, and quote files. Quote links expire after 30 days and are locked after the quote is submitted.
Review quote status
The dashboard and work-order panel show whether quotes are needed, requested, received, selected, declined, or canceled. When a received quote is selected, LeadSimple marks it as the selected quote and uses the amount as the estimate.