When a quote request covers more than one property, you build your quote in three steps. You choose which properties to quote on, price them all together or one by one, and can save your work as a draft and finish it later.
This article only applies to quote requests with more than one property. For a single property, see How to Respond to a Request for Quote.
Where to find it
In the left navigation, under Overview, click Quote Requests and open the quote request. Once you have accepted it, click Submit quote.
Step 1: Choose your properties
Under Which properties will you be adding quotes for?, tick each property you want to quote on, or tick Select all.
Click Next: Create quotes.
You only enter prices for the properties you tick. You must tick at least one.
Step 2: Enter your pricing
If the property manager gave every property the same line items, you see a note that they have assigned the same line-items for all properties. You can then choose how to price:
Same quote for all properties: turn off I want to add different quotes for each property. You see Your quote will be applied to all properties. Enter one price for each line item.
Different quotes for each property: turn on I want to add different quotes for each property. Each property shows a status of Pending or Complete. Click Add quote next to a property, enter its prices, then go back to the list. Click Edit quote to change a property you have already priced.
If the property manager set different line items for each property, you price each property with Add quote. If the quote request has no line items, enter a Quote amount before tax for each property.
To add work that isn't in the property manager's list, use Additional line items and click Add line item.
When you're done, click Save and proceed. To stop and come back later, click Save and exit.
Switching between the two ways of pricing
If you have already entered prices and then switch, you see a warning such as Switching to property-specific quotes will delete existing data. Switching removes all the line-item prices you have entered so far.
To keep your prices, click No, keep shared quotes or Cancel.
To switch and start pricing again, click Yes, switch to property-specific quotes or Yes, switch to same quote for all properties.
Step 3: Add documents and details, then submit
If the property manager attached a pricing document, download it, fill it out and upload the completed document.
Under Upload additional attachments, add your bid package and any supporting documents.
Under Add more details, add anything that isn't covered by your line items or attachments. This is optional.
Click Save and submit.
Finishing a draft quote
If you save without submitting, the quote request page shows Draft saved and Please complete your quote submission. Click Continue editing to pick up where you left off. The pricing step shows when your changes were last saved.
Good to know
Enter all amounts before tax.
After you submit, you can still click Edit quote on the quote request page to change your quote while the quote request allows it.