Building the bid
Build the customer-facing price by hand: line items, tax and lead time, then generate the PDF or an email draft to send it.
This is where you write the number the customer sees. You enter each line yourself - the screen does not read your material lists or your task hours, so what you send is a deliberate price rather than a total the app computed behind you.
A job can hold more than one quote
New Quote creates a bid, and a job can carry several. Price the work two ways, keep both, and pick from the dropdown at the top of the screen to switch between them. Nothing is overwritten, which is what makes a revised price safe to try.
Line items
Add line item appends an empty row. Fill in what it is, a description, the quantity and the unit price. Drag rows to reorder them; the order you leave them in is the order the customer reads.
Tick the box on a row to select it. Delete selected removes every ticked row at once. Each row still has its own delete control.
The total is the sum of every line's quantity times price, plus tax.
Why this price
Bid reasoning is the panel on the right. Write the hours and margin there, and link the materials and work streams the price is built from. It stays on the bid. Notes and Terms & Conditions are what print on the PDF.
Lead time, in one place or many
A quote carries one lead time, and a line item can carry its own. The moment any line has one, the quote-level lead time is cleared - one job cannot promise two different dates, so the more specific answer wins and the general one is removed rather than left to contradict it.
Sending it
Generate PDF builds the document from the lines, notes, and terms as they stand. Bid reasoning is left off. Email Draft does the same as a message you can review before it goes.
When the quote is an RFQ from another shop, those two are replaced by Submit to that shop (Submit to Acme) and No bid. Submit freezes the current lines for the sending shop; you can submit again until they award. See Sending work to a shop.
What happens when the bid is won
A customer quote you win is converted to a project and carries the files, work streams and tasks across. An RFQ from another shop is not converted: the work runs under the sending shop's project. See Quotes and projects compared for exactly what moves on a customer quote.