> For the complete documentation index, see [llms.txt](https://docs.buildertek.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.buildertek.com/quotes/understanding-the-quote-screen.md).
# Quote Dashboard
The Quote Dashboard is the central workspace for preparing, reviewing, editing, and sharing customer quotations. It brings together all the information required to finalize project pricing before the project moves into the execution phase.
From this screen, you can import approved RFQs, add products, apply markups, create contracts and invoices, upload supporting documents, and communicate directly with customers—all without switching between multiple modules.
The following section explains the purpose of each option available on the Quote Dashboard.
#### 1. Preview & Email
The "Preview & Email" button allows you to share the Quote directly with customers, vendors, or internal team members.
Clicking this button opens a pre-designed email template with the Quote attached. Simply select the recipient, review the email, add any additional attachments if required, and send the Quote directly from BuilderTek.
#### 2. Import Quotes
The "Import Quotes" option allows you to import line items from previously created Quotes or BuilderTek's pre-designed Quote templates.
This helps save time when working on similar projects and eliminates the need to recreate commonly used pricing structures.
#### 3. Create Sales Invoice
Once the Quote has been approved, you can generate a Sales Invoice directly from the Quote Dashboard.
BuilderTek automatically creates the invoice using the existing Quote information, reducing manual work and ensuring consistency between the approved Quote and the final invoice.
#### 4. Import External Quotes
If pricing has already been prepared outside BuilderTek, you can use "Import External Quotes" to bring those line items into the Quote.
This eliminates the need to manually recreate every item while ensuring that customer pricing remains accurate and consistent with the original proposal.
#### 5. Create Contract
After the customer approves the Quote, the next step is creating a contract.
The "Create Contract" button allows you to generate a customer contract directly from the approved Quote, carrying forward the agreed pricing and project details into the contractual agreement.
#### 6. More Actions
The More Actions (dropdown arrow) menu provides quick access to additional Quote functions.
Depending on your BuilderTek configuration, options may include:
* Create Budget
* Upload Images
* Print Quote PDF
* Submit for Approval
* Edit Quote
* Delete Quote
* Additional administrative actions
One of the latest enhancements to this menu is the ability to upload images directly to the Quote, making it easier to include visual references alongside customer pricing.
#### 7. Lines
The "Lines" tab is the default view of the Quote.
It displays every line item included in the Quote, along with:
* Description
* Quantity
* Unit Price
* Markup Percentage
* Total Amount
This is where you review the complete pricing structure before sharing the Quote with the customer.
#### 8. Details
The "Details" tab provides a complete administrative overview of the Quote.
Here you can review and update information such as:
* Quote Name
* Owner
* Status
* Project
* Customer
* Creation Date
* Total Amount
* Assigned User
Most fields can be edited directly using the edit icon.
#### 9. Files
The "Files" section stores all documents associated with the Quote.
This may include:
* Drawings
* Site Plans
* Contracts
* Supporting Documents
* Images
* Other project files
Keeping all documents within the Quote ensures that project information remains organized and easily accessible.
#### 10. Activity
The "Activity" tab provides a complete history of actions performed on the Quote.
From this screen, you can track:
* Emails sent
* Quote updates
* Sales Invoices created
* RFQs imported
* User activity
* Status changes
This creates a clear audit trail throughout the quotation process.
#### 11. Related
The "Related" tab displays all BuilderTek records connected to the Quote.
Examples include:
* Walkthroughs
* RFQs
* Contractor Invoices
* Sales Invoices
* Projects
* Contracts
This consolidated view allows you to quickly navigate between related modules without leaving the Quote.
#### 12. Public Documents
The "Public Documents" section allows you to upload and manage documents that should be shared externally.
These may include customer-facing files such as:
* Specifications
* Product Information
* Supporting Documents
* Project Attachments
#### 13. Line Clone
The "Line Clone" view provides another way to manage Quote lines.
Here you can:
* View all Quote sections
* Clone existing lines
* Edit line items
* Add new sections
* Organize pricing in a consolidated view
This feature is especially useful when working with larger Quotes containing multiple sections.
#### 14. Add Products
If you need to create Quote lines manually, use the "Add Products" button.
Simply enter:
* Product or Service Name
* Description
* Quantity
* Unit Price
* Markup Percentage
Click Save to add the item to the Quote.
This is the quickest way to add individual products that are not imported from another BuilderTek module.
#### 15. Mass Update
The "Mass Update" feature allows you to edit multiple Quote lines simultaneously.
Instead of updating each line individually, you can:
* Apply markup percentages
* Modify pricing
* Update multiple fields
* Save all changes in one action
This feature significantly reduces the time required to manage large Quotes.
#### 16. Import RFQs
The "Import RFQs" button is the most commonly used method for building a Quote.
It allows you to import one or multiple approved RFQs directly into the Quote, carrying forward vendor pricing, quantities, and scope items.
This ensures that the customer Quote is based on actual awarded vendor pricing rather than estimated costs.
#### 17. Import Walkthrough Lines
If an RFQ has not yet been created, BuilderTek also allows you to import lines directly from a Walkthrough.
Simply click "Import Walkthrough Lines," select the desired Walkthrough, choose the required sections or line items, and import them into the Quote.
This provides another flexible way to build customer pricing.
#### 18. Filter
The "Filter" option allows you to control which Quote lines are displayed or included.
You can quickly locate specific sections or choose only the items you want to review before sharing the Quote with the customer.
#### 19. Add Lines Manually
BuilderTek also allows you to manually create Quote lines directly from the Quote screen.
Simply enter:
* Item Name
* Description
* Quantity
* Unit Price
* Markup Percentage
Click the Save icon (disk symbol) to add the line immediately.
This provides a fast way to add small changes without importing additional records.
#### 20. Section Group
The Section Group displays all existing Quote lines, whether they were imported from RFQs, Walkthroughs, external Quotes, or created manually.
From this section, you can review, edit, organize, and manage all Quote items before finalizing the customer proposal.
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