Pro Tips: Quote Creation Best Practices

Before You Start

Creating a professional Quote isn't just about adding Items—it's about following a workflow that allows JGID's automation to do as much of the work as possible.

By completing your Quote in the recommended order, you'll reduce manual editing, minimise mistakes and ensure your document is complete before sending it to your client.

Recommended Workflow

For the best results, complete your Quote in the following order:

Add your Items.

Complete the Checklist at the bottom of the Quote.

Return to the top of the Quote.

Work your way across the tabs from left to right:
- Items
- Clauses
- Provided By
- Address
- Introduction
- Appendix
- Conditions & Details
Preview the Quote.
Mark the Quote as Completed when you're ready to issue it.

Why Complete the Checklist Early?

This is one of the biggest time-saving tips when creating Quotes in JGID.

Both your Items and your Checklist trigger the automation within the Master Matrix.

For example, they can automatically add:

Clauses
"Provided By Us" items
"Provided By Others" items
Other project-specific content

If you move straight from Items to Clauses before completing the Checklist, you may later discover that additional information has been automatically added after you've already reviewed those sections.

Completing the Checklist first allows all automation to finish before you begin reviewing the rest of the Quote.

Write the Introduction Last

Although the Introduction is the first page your client will see, it's usually one of the last sections you should write.

Once you've completed your Items, Checklist, Clauses and Provided By sections, you'll have a much clearer understanding of the project and can write a concise summary that accurately reflects the proposed works.

Preview Before Completing

Always preview your Quote before marking it as Completed.

A final review allows you to check:

Formatting
Images
Clauses
Pricing
Recipient details
Overall presentation

This helps ensure your client receives a polished, professional document.

Use Version Control

If you've already issued a Quote and need to make significant changes, it's generally better to create a New Version rather than editing the existing Quote.

This preserves a complete history of what was sent to the client and when.

For small corrections, you can return the Quote to Draft, make your changes and complete it again.

Save Successful Quotes as Templates

If you've created a Quote that you're likely to use again, consider saving it as a Quote Template.

This can significantly reduce the time required to prepare similar Quotes in the future.

It's also useful when multiple clients request pricing for the same scope of works.

How to Create a Quote
Understanding the Master Matrix
Managing Quote Clauses
Managing the "Provided By" Section
Understanding PDF Settings