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How Do I Send a Quote for a Lead?

If you find a lead and decide that you want to try and win the job, you will need to submit a quote to the customer.

To do this, find the lead and click on ‘View Details’. This will take you to a new page with all the information about the job, including the kind of work that the customer needs done, their preferred start date and any relevant attachments. You can then select ‘Create Quote’ to get started.

On the next page, you can create a ‘Simple’ or ‘Advanced’ quote. The difference between them is that a simple quote is one lump sum, while an advanced quote can contain individual costs (materials, labour, etc.)
The deposit and Plentific service fee will be calculated automatically. If you are a PAYG account holder, you will not be expected to pay a service fee.

Your total payment will also be displayed at the bottom of the page; pay close attention to this to make sure that you are not under-selling your work.

Once you are finished, select ‘Send Quote’ to submit your quote to the customer.

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