Yes, though only the latest accepted quote becomes the master quote used for invoicing against quoted values. This is useful when you need to re-quote after scope changes or when presenting revised pricing. For ongoing scope changes after acceptance, use Quote Variations to formally track what changed and the budget impact without creating a new quote.

Accurate quoting is the first line of defence against margin erosion. WorkflowMAX lets you build quotes with task-level time estimates and cost budgets, giving you a clear picture of expected margin before work begins. As the job progresses, actual time and costs are tracked against those estimates, so you can see in real time whether a job is on track financially. This quote-to-job-cost loop is built into the platform not bolted on from a separate tool.

Yes. Custom fields on quotes let you capture additional information specific to your business such as project references, site addresses, or compliance codes. These fields can be set as mandatory, and the data carries through to the job when the quote is accepted. Custom fields also appear as merge fields in your custom print templates, so they can populate into client-facing documents automatically.

When you build a quote with task-level time estimates and cost budgets, WorkflowMAX calculates the expected margin automatically. For fixed-price jobs, you can overwrite the calculated margin and set the quoted value directly, giving you control over pricing strategy while still tracking the underlying cost base. As the job progresses, actual time and costs are measured against the quote, so you can see margin erosion before it hits your invoice.

Use job templates with pre-defined phases, milestones, tasks, and costs. When you create a quote, select the template and each phase populates with its default structure. You can apply additional phase templates within the same quote to build up complex multi-phase proposals. Phases flow through to the job when the quote is accepted, so your project structure matches what was quoted.

You can mark individual tasks and costs as optional directly in the quote. Optional items appear on the document for the client to see but aren't included in the total. When the client accepts, you select which optional items they've agreed to, and the billable status carries through to the job automatically. This is useful for presenting tiered proposals without creating multiple separate quotes.

Yes. Set up quote templates for your common job types with pre-configured tasks, costs, phases, and margins. When a new opportunity comes in, select the relevant template and adjust the specifics. You can also re-quote an existing job by basing the new quote on current job tasks or the previously accepted master quote. As projects evolve, Quote Variations let you track scope and budget changes against the original accepted quote without overwriting it.

There's no functional difference both produce the same document and workflow. The distinction is primarily about terminology and how your industry frames pricing: a quote typically represents a fixed price commitment, while an estimate signals that final billing may vary based on actual time and costs. WorkflowMAX supports both approaches within the same quoting engine, so you choose the language that fits your client agreements.