Project Quotes - List Page

RAVE’s financial management system is designed to help you manage all the financial aspects of your projects, including budgeting, bills, and invoices, with ease.  

You can access your Project’s financial workflows from either the Financial button or the Project button's Project list, clicking on the project’s reference number, and finally selecting the Budget sub-tab, then Quotes.

To learn how to create a quote from either a Quote Request or manually, click here.

To learn how to create a quote from a CSV file, click here.

This page displays all Quotes and Variation Quotes for the project you have selected.

You can use the Search box to search the Quote or the Variation Quote Reference.

Filters along the top allow filtering by Category, Sub Category, Contacts, Quote/Variation Quote Date, Estimate Version, and document status. 

Note: If you have existing Quotes, you can use the Export to CSV file to export the quote list to make changes and then re-upload via the CSV import.

Alternatively, if you have nothing loaded yet you can use the CSV import option to download the sample file and create your quotes via CSV.

The three-dot ellipse beside each document allows you to:

Print the Quote or Variation Quote 

Duplicate the Quote or Variation Quote (you can also choose to duplicate only specific line items from inside the quote here)

Approve if pending only 

Delete if Pending only 

Mark as Pending if approved only

+Create Purchase Order  if approved only 

+Create Bill if approved only

+Create Invoice if approved only

Pending Options

Approved Options

Bulk Action Items

• When bulk/Multi-selecting Quotes or Variation Quotes in Draft status, you can approve or delete from the bulk action bar. 
• When bulk/Multi-selecting Quotes or Variation Quotes in Approved status, you can mark as pending, add to estimate/remove from estimate, Create a Purchase order, Bill or Invoice. 
• When bulk/Multi-select any documents in any status, you can update the Account Code, Category and Subcategory or Markup