Reviewed Takeoff to Quote
Create quote lines from the whole document using manual work and AI detections the estimator explicitly accepted.
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Create quote lines from accepted AI detections and manual takeoff work, then edit grouped descriptions, quantities, unit prices, tax, discount, customer details, validity, and status in a cents-exact quote workspace.
Capabilities
Create quote lines from the whole document using manual work and AI detections the estimator explicitly accepted.
Edit each line's description, quantity, and unit price while keeping takeoff-derived groups organized.
Line edits save automatically and show Saved, Saving, or Save failed with Retry before sharing or sending.
Recalculate line subtotals, tax, discount, and configured profit or overhead without floating-point display drift.
Move supported statuses from draft through sent, viewed, negotiating, accepted, or declined without inventing a predictive score.
Create a share link or send by email; the public quote can be password gated, accepted, declined, and optionally signed.
In the product
Choose the correct creation path and enter an editable draft quote.
From Quotes, choose New quote, then Blank quote or an active saved template; a blank quote needs a title, while a template title can keep its default, and customer/email are optional.
From takeoff, finish review/calibration and choose Export to quote for accepted AI and manual scope across every page.
From a calculator result, choose Save to quote, select output lines, and choose New quote or Existing quote.
Open the result, assign a standalone quote to a project if useful, and complete its draft composition.
Process
Accept the AI detections that belong, dismiss the ones that do not, and add manual scope before handoff.
Collect every page and create grouped quote lines from accepted AI and manual quantities.
Set customer and validity details, edit lines and pricing, apply tax or discount, and inspect the read-only preview.
Flush pending saves, create the public link or send the email, and follow the supported quote status.
Outcome
The problem
The solution
Your next plan set
Review the takeoff, export complete lines, and finish the customer quote in one workflow.
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