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Quotes on a job

Quotes can be imported from CounterGo/Moraware or managed directly on the job.

Who can do this​

Users with access to the job (typically Jobs and Quotes permissions).

Steps​

  1. Open the job and go to the Quotes panel.
  2. Click Add quote variant and upload the CounterGo PDF (or enter quote metadata).
  3. Review the totals parsed from the PDF, then import.
  4. Import additional PDFs as more variants when the customer asks for changes or options.
  5. Approve the quote when the customer accepts.
  6. Send to customer via email — triggers deposit/milestone invoicing per your payment terms.

Compare two variants​

When a job has two or more quote variants:

  1. On the Quotes panel, click Compare.
  2. Choose variant A and variant B.
  3. Review both PDFs side by side (drawings and layout live in the CounterGo PDF).
  4. Check the cost differences underneath (totals and line items).
  5. Close Compare, then Send or Approve the option you want from the variants list.

Compare is read-only — it does not approve or send for you.

Job quotes panel
Screenshot: Quotes panel on job detail showing imported CounterGo quotes.