How to submit a quote from the Contracts page (contractors)

Step 1: Locate the Contract

1. Navigate to Contracts in the left-hand sidebar.

2. On the Quotations & renewals tab, find the contract you wish to quote for (e.g., "Annual contract - general site cleaning").

3. Click on the Internal Name of the contract to open the full contract overview.

Step 2: Access the Quotation Request

1. Once inside the contract overview page, verify the details (dates, description, and price).

2. Click the green View quotations request button located in the top-right corner of the page. This will redirect you from the "Contract" view to the specific "Request Details" view.

Step 3: Review Requirements

1. On the Request Details page, read the Work description and the numbered Requirements list (e.g., cleaning entrances, wiping mailboxes, etc.).

2. Ensure you can meet all the specified criteria before proceeding.

Step 4: Submit Your Quote

1. Click the green » Quote button in the top-right corner of the Request Details screen.

2. Enter your pricing and any required documentation in the form that follows.

3. Review your submission and click Save or Submit (depending on the final prompt).

Key Indicators to Watch

• Status Labels: Contracts marked as Awaiting quotations (purple) are active and ready for your input.

• Attachments: Check the Attachments tab (indicated by the paperclip icon) on both the Contract and Request pages for floor plans or site-specific specs that might affect your quote.

• Comments: Use the Comments section on the right side of the Request Details page to ask the Managing Agent clarifying questions before submitting.

Pro Tip: If you need to return to the list at any time, use the "Back to contract list" or "Back to request list" breadcrumbs in the top-left corner.