Section 5.6: Quotes

A quote is a formal estimate you give a client before work begins. In ABRAM you build it, send it, have it signed in the client portal, and turn it into an invoice once it is accepted.

Quotes are on Pro and above.

1. Where to find quotes

Quotes live in Financials > Quotes, in two lists:

• Sent: quotes you created, drafts included.
• Received: quotes sent to you.

For invoices, see Section 5.2: Invoicing and Payouts.

2. Quote statuses

3. Building and sending a quote

1. In Financials > Quotes, click New quote.
2. Under Send to, choose Platform or Client portal. For Platform, search for the Recipient, a person or organization on ABRAM. For Client portal, pick the Client and fill in Email on send if you want the quote emailed. Client portal is available to organizations.
3. Add a Title, link a Project if it has one, and set a Valid until date if you want the quote to expire.
4. Add line items with a Description, Qty and Unit price, using Add item. ABRAM totals them.
5. Add Notes for scope, terms or context.
6. Click Save draft to finish later, or Save & send to send it now.

To send a saved draft, open it and click Send quote.

When a Processing Fee applies, you choose who covers it, as on invoices. See Section 5.2: Invoicing and Payouts.

4. Other ways a quote starts

From a client request

On Studio, a request from your intake form has a Quote card. Click Quote this to draft a quote filled in from the request. It opens in the quote editor, and nothing reaches the client until you send it. Once the client accepts, click Convert to project on the request. See Section 2.3: Custom Intake Forms.

From a client call

On Studio, a call you read on a project's Calls tab can find scope changes. Draft quote change turns them into a draft quote for you to review and send. See Section 6.7: Client Calls.

5. Converting an accepted quote

Open the accepted quote and click Convert to draft invoice. The quote's title, recipient, project, notes, line items and fee choice carry over into a new draft invoice under Invoices & payments, due 30 days from today, which then follows the normal invoicing flow. The quote moves to Converted. While an accepted quote is linked to a project, Seed project budget creates draft budget lines from its line items.

6. Branded PDFs

Quote and invoice PDFs can carry your company's branding.

1. Open Settings > General.
2. In the Branding card, set an Accent color and Footer text.
3. Click Save branding.

Your accent color and footer apply to quote and invoice PDFs and to your client portal. Your organization's logo, set in the Logo card on the same page, appears too. Custom branding is on Pro and above. Owners and admins change it.

Clients can download the PDF from their portal, and quote and invoice emails carry it as an attachment.

7. How clients respond

A client with a portal reviews quotes there, with no account needed. They can open the line items, download the PDF, and accept or decline. A recipient who is on ABRAM sees Accept and Decline on the quote under Received.

Accepting is a signature

The client clicks Accept & sign, agrees to sign electronically, and types their full name.

At signing, ABRAM records the typed name, the IP address, the browser and the time, along with a fingerprint of the quote's contents, and emails the signer a PDF copy that includes a signature certificate. If the quote changes after someone opens it, the client is asked to review the new version before signing. You see the activity under Signature activity on the quote.

Declining works from the portal too, with an optional reason and without a signature. Either answer updates the quote's status on your side straight away. For portals, see Section 6.4: Client Portal.

8. Related guides

• Section 5.2: Invoicing and Payouts: what happens after a quote converts.
• Section 6.4: Client Portal: how clients see and act on quotes.
• Section 6.6: Portal Branding and Video Review: branding your portal.