Easy Quote
The Easy Quote is the simplest quoting method in JobNext. It is best suited for BOQs that are already defined and require straightforward pricing without detailed cost build-ups.
Easy Quote Process Flow
5-Step Wizard
The Easy Quote uses a guided wizard to walk you through the quoting process:
- Open the Enquiry detail page
- Navigate to Tender/RFP → Quotes and click Easy Quote
- Complete the 5-step wizard (detailed below)
- Click Finish to create the draft quote
Step 1: General
Review the pre-filled information including customer name, service type, and currency. These fields are automatically populated from the enquiry record. Verify that all details are correct before proceeding.
Step 2: Location
Confirm the billing location details for the quote. This includes the delivery or work site address that will appear on the customer-facing proposal document.
Step 3: Line Items
Add BOQ items with quantities and sell rates. This is the core pricing step where you define what is being quoted:
| Field | Description |
|---|---|
| BOQ Item | Select from the enquiry's BOQ requirements |
| Quantity | Number of units being quoted |
| Sell Rate | Your proposed price per unit to the customer |
| Amount | Automatically calculated as Quantity x Sell Rate |
Step 4: Terms
Enter invoice notes and Terms & Conditions that will appear on the customer proposal. Common items to include:
- Payment terms and schedule
- Validity period of the quote
- Scope inclusions and exclusions
- Warranty or guarantee provisions
Step 5: Review
Verify all information across all previous steps. Review line item totals, terms, and customer details. Once satisfied, click Finish to create the draft quote.
Quote Status Lifecycle
All quote types, including Easy Quote, follow this status progression:
| Status | Description | Next Action |
|---|---|---|
| Draft | Quote created but not yet finalized. Can be freely edited. | Submit to customer |
| Submitted | Quote sent to customer. Generates customer PDF. | Await customer decision |
| Approved | Customer accepted the quote. Ready for contract conversion. | Convert to contract |
| Rejected | Customer declined. Rejection reason is recorded. | Create revised quote or close |
Quote Header Fields
The system tracks these key fields on every quote record:
| Field | Description |
|---|---|
| Quote Code | Auto-generated unique identifier |
| Estimated Cost of BOQ | Total cost value of all BOQ line items |
| Markup on Cost (%) | Profit percentage applied to the estimated cost |
| BOQ Profit Value | Calculated profit: Cost × Markup% |
| Net BOQ Value | Cost + Profit (selling price before tax) |
| Taxes | Tax amount based on applicable tax rules |
| Other Charges | Additional charges outside BOQ (mobilization, etc.) |
| Discount | Discount applied to the quote total |
| Final Offer Price | Net BOQ Value + Taxes + Other Charges − Discount |
| Quote Validity (days) | Number of days the quote remains valid |
| Payment Term (days) | Payment due period after invoice |
| Mobilization (days) | Lead time before work can begin |
Choosing the Right Quote Method
Easy Quote vs Other Methods
| Feature | Easy Quote | Standard | Estimate-based | Combined |
|---|---|---|---|---|
| Cost build-up | Not required | Rate schedules | Full resource breakdown | Inherits from components |
| Rate source | Direct sell rate | WBS Rate Schedules | Non-budget estimate | Mixed |
| Estimate needed | No | No | Yes (approved) | No (uses existing quotes) |
| Speed | Fastest | Medium | Slowest | Medium |
| Pricing detail | Sell rate only | Rate analysis | Labour + Material + Plant | Consolidated view |
| Best for | Quick proposals | Repeatable FM/services | Construction projects | Multi-scope proposals |