Quote Dashboard
Every quote and agreement created in this tool, saved in Supabase.
| Quote # | Customer | Project | Date | Status | Total |
|---|
New Quote
Build the quote, save it, then generate the customer PDF.
Quote Details
Customer Information
Scope of Work
Line Items Cost column is internal only
| Line Item | Price to Customer ($) | Internal Cost ($) |
|---|
Internal cost, gross profit and gross margin never appear on the customer PDF.
Internal Notes Internal only
Gross Margin Tracker
Internal view of revenue, cost and margin on every estimate. Customers never see this.
| Quote # | Customer | Project | Status | Revenue | Cost | Gross Profit | Margin % |
|---|
Admin
Terms, header, footer and defaults used on every generated PDF.
PDF Header and Footer
Quote Page Terms (short list on page one)
One line per term. These print under the scope of work on the first page.
Full Terms and Conditions
Separate paragraphs with a blank line. These print after the quote page, before the acceptance signatures.