Before you start
- Open the intended quote and check its customer, price list, active colour option and areas. Wait for the material catalog and pricing to finish loading before comparing totals.
- Complete drawing dimensions, cutouts, edge choices and Materials & Slabs first. Some controls are restricted by the account's saved pricing rules or your access. Use a practice quote when learning.
1Open the pricing step and check the catalog
On quote detail, open Drawing & Pricing, choose Edit Quote, then choose Summary & Pricing in the editor. The Price List name beside Price Settings identifies the catalog driving the calculation. Price Settings is a section label.
Review the material, colour, edge, thickness, area, billable area, cutouts and seams. Drawn area and billable area can differ because backsplash, miter and waterfall material contributes to the billable amount. Correct the source drawing or material choice when its quantity or specification is wrong.
2Choose material and labor pricing levels
Material Price Level offers Retail, Cost and any additional levels configured on this price list. Retail applies the list's markup; Cost uses the catalog cost. Selecting a level changes this quote's pricing choice. Review the resulting rates before proceeding.
Labor Pricing Level controls fabrication and installation pricing separately. Same as material follows the material level; choose a different available level for a deliberate labor override. A saved account pricing restriction can lock these selectors. An unavailable-level warning requires review of the quote and its selected catalog.
3Select payment terms
Use Payment terms to choose this quote's terms. Account default follows the linked account when it has terms; an explicit quote selection takes priority. A previously saved term can remain listed even if it was removed from the shop's current options.
Terms appear on configured customer documents and may supply the default initial-deposit percentage. Check the deposit at the bottom after changing terms. Choosing terms does not collect a payment.
4Inspect each area's calculated charges
Read each generated line from description and quantity through unit rate and total. Check material, fabrication, installation, finished edges, backsplash, seams and cutouts as applicable. Underlined rate controls indicate an available quote edit; a catalog lock keeps the rate fixed.
Generated countertop quantities come from drawing and area data. Change the dimensions or specifications in the appropriate editor step. Quantity controls shown for supported tile or manual items do not mean every countertop quantity is directly editable here.
5Edit a rate or apply markup
Click an editable underlined rate, enter the intended unit price and press Enter or click away. Escape cancels the current entry. Compare the resulting line and area total. This is a quote override; it does not revise the catalog rate. Enter the original base rate to return that line to its base pricing.
Where Mark-Up is available, open it and choose percent or multiplier entry. Read the reference cost, customer-price preview and margin before choosing Apply Mark-Up. The reference is supplier cost when available, otherwise the displayed base rate. Markup and margin are different percentages. Cancel closes the draft without applying it.
6Rename a line and add an indented subnote
Hover a generated line and choose its pencil, or double-click its description, to rename it. Accept the new wording in the inline editor. Renaming changes the displayed description, not the quantity or charge.
Choose Add subnote beside the line's editing controls. Enter plain text in Line item subnote and choose Save subnote. It appears indented immediately beneath that line and adds no charge. Edit subnote reopens it; save an empty note to remove it. Notes allow up to 5,000 characters and do not interpret HTML formatting.
7Reorder or hide customer-facing lines
Hover a generated line's grip and drag it to the intended position within the area. Watch the insertion marker before releasing. Reordering changes presentation without changing the amount.
The eye control switches between Hide from quote and Show on quote. A hidden line remains in the calculation. Review the customer PDF to check the intended presentation; hiding a charge is not removing it. Review the applicable catalog rules when checking whether an item permits discounts or rate edits.
8Add a catalog item to an area
Choose the plus on the area's header to open Add Item. Open Select an item and search the catalog. Show hidden items includes entries normally hidden from the picker; it does not control whether a quoted charge is visible to the customer.
Select the item and check description, bill basis, quantity and price. A catalog item marked Editable Price: No keeps its rate locked, including a flat-price item. Its quantity remains editable. Tiered items can derive the rate from quantity, so inspect the final line total before saving.
9Add a miscellaneous charge, credit or free service
In Add Item, choose Add Miscellaneous Item. Enter a clear description, select Each, Per Sq Ft or Per Lin Ft, then enter quantity and unit price. Do not discount protects this item from adjustments using the discountable-items basis. Save adds the line to the selected area.
A credit uses a negative unit price and displays a negative total. A zero-price service remains a priced line with a zero total. Review the subtotal after either change. Do not use a text item when you intend a charge or credit.
10Add a standalone text statement
Use the area plus, choose Add Text Item, then type the description or open Choose saved text to select a statement from the price list's Text / Other Items catalog. The selected statement is copied into the description and can be edited for this quote.
Save places an unpriced text line in that area. It is separate from a subnote attached beneath a priced line. Use the item's edit control to revise the statement or its remove control to delete it. If the statement is missing from the picker, confirm the active price list and that its catalog changes were saved.
11Edit, remove or place an item outside an area
Use a manual item's Edit name, quantity, or price control to reopen its fields. Change the quantity or permitted price and save. The catalog's rate lock still applies when the item is reopened. Use the item's remove control to remove its charge or text.
The plus in the separate Other Items section opens the same picker for a quote item without an area. Use it for a general delivery charge or statement that should sit outside the area tables. Check which plus you choose before adding an item.
12Add typed pieces without drawing geometry
Choose + Pieces on the area. Select inches, cm or feet before typing: the unit selector applies to every row and reinterprets entered numbers; it does not convert existing dimensions. Enter width, height and an optional label, then inspect the total square footage.
Use + Add piece for another rectangle or Remove piece for an unwanted row. Save pieces adds valid measurements to the area's billable calculation without drawing new polygons. Rows with a zero width or height are omitted. Cancel discards the modal draft. Avoid entering a piece that is already counted in the drawing.
13Multiply calculated area pricing
Choose × Multiply on the area, enter the number of repeats and choose Apply. This repeats the area's calculated material and charges for matching units without drawing each counter. Calculated lines show a ×N tag. Use 1 to return to a single unit; Cancel leaves the multiplier unchanged.
Manual Other Items keep the explicit quantities you entered. Edit those quantities separately when a delivery, accessory or other manual charge must repeat. The multiplier is a pricing control; it does not create additional drawn counters or reserve additional physical inventory.
14Show strip material and review internal readouts
Toggle Show Miter/Backsplash Material to inspect the informational material lines. Their material area already contributes to billable pricing. Switching the display off does not remove that material from the price.
Owners may also see margin, slab yield and waste information derived from the slab layouts. Review the actual nesting when these figures look wrong. These internal readouts are not printed as customer quote content.
15Apply an area discount or increase
At the bottom of an area, use Area discount. Choose percent or dollars; enter a negative value for a discount or a positive value for an increase, then press Enter or click away. A saved percentage tracks the area's eligible amount as its pricing changes. A fixed dollar adjustment stays fixed, with a discount limited to the eligible base.
Items marked Allow Discount: No remain protected from an area discount. Hidden spreads the adjustment across that area's customer-facing lines; Shown prints it as a separate adjustment. Both choices affect the price. Review the area's subtotal and Combined Discounts in the quote totals.
16Modify the whole quote's price
At Total, use Modify entire price for a quote-wide adjustment. Choose percent or dollars, use minus for discount and positive for increase, then press Enter or click away. The adjustment follows area adjustments, so stacked percentages are applied in sequence rather than simply added together.
When protected lines are present, choose discountable items to leave them at full price or everything to include them in the whole-quote adjustment. Read the displayed basis and dollar impact. A saved percentage adapts when the eligible price changes; a fixed discount is capped at that base. Clear the input to remove the adjustment. Hidden and Shown control how it appears on customer documents, not whether it applies.
17Override tax for this quote
When an underlined tax percentage appears beside Price Settings, click it and enter a rate from 0 to 100, including decimals or an explicit 0%. Press Enter or click away to save the quote-specific override. Use default clears it so the quote follows its normal tax again. This changes the quote's tax rate; it does not edit the price list or accept an arbitrary tax-dollar amount.
QuickBooks-connected shops instead see No Tax, Shop Address and Job Address. These choose whether the sale is taxable and which address QuickBooks uses. If the summary says Calculated by QuickBooks at invoicing, it is not a final calculated tax amount. Review that separate workflow in the QuickBooks guide.
18Set an initial deposit
At Initial deposit, choose percent or dollars. In percent mode, enter a whole percentage from 0 to 100. In dollar mode, enter the intended fixed amount. Press Enter or click away to save. A fixed amount takes priority; switching to dollars initially preserves the currently displayed deposit amount.
An explicit quote percentage takes priority over a payment-term deposit. With no quote override, the percentage follows the effective payment term, then the shop default, then 50% if neither is configured. The inherited placeholder and caption identify the current default. Clear the percentage to inherit again; clear a fixed amount or switch to percent to leave fixed-dollar mode. Zero is an explicit choice. Check the resulting deposit against the final quote total; this control does not collect payment.
19Compare and manage colour options
Use the colour-option tabs to review the active option before editing a rate, note or manual item. The option's menu offers Rename and Duplicate; additional options can be made primary or deleted. Reorder changes their order, and the lead option is marked LEAD. Confirm each option's scope and total before saving.
Add Colour Option creates another option. Turn on Carryover Materials first to copy the lead option's material, edge and slab-nesting choices into the next new option. Toggling it does not rewrite existing options. Line overrides, notes and manual items belong to their option; quote-level tax, payment terms, deposit and whole-price adjustment apply at the quote level. Use Materials & Slabs to change the actual material and nesting.
20Recognize imported pricing before changing it
An imported quote can show an imported-pricing lock banner. While locked, its captured line items remain the imported values even when the drawing changes. Read the banner and compare the source quote before deciding to unlock its editable rates.
Imported-line removal is a separate action and can permanently remove that captured line. Do not confuse it with the eye control. For changes to an approved project's scope, use the Template Correction or Change Order workflow described in the related guide.
21Save, reopen and verify the customer PDF
Check area subtotals, combined area adjustments, the whole-quote adjustment, tax, total and deposit. Open Save and choose Save & Exit. Enter an optional revision note and choose Save with note & exit, or choose Skip note & save.
On quote detail, reopen Drawing & Pricing and Edit Quote to confirm the saved settings after the catalog has loaded. Preview the selected customer document and inspect every PDF page for line order, hidden charges, text, indented notes, adjustments, tax, total and page breaks. Template configuration controls the document's fields and layout.
22Separate drawing exports from sending the quote
Export DXF (CNC) downloads drawing geometry, such as counters, cutouts and seams. It is not the customer quote PDF. Review an exported drawing in the intended CAD workflow before using it for fabrication.
Use the quote-detail sending workflow when the saved document is ready. System emails use the SlabOS mailing engine by default. To use Gmail or Outlook for system emails, the user must connect the mailbox and enable Send system emails as me. Connecting alone is insufficient; mailbox synchronization and personal replies are separate.
Check the result
- The selected option, material, thickness, quantities and price list match the intended scope.
- Manual item quantities are correct independently of the area multiplier; credits, zero-price services and text lines display as intended.
- The whole-price adjustment agrees with the totals after area discounts, and the deposit follows the intended override or inherited source.
- The saved PDF shows the intended notes, line order, visibility, tax, final amount and page breaks. Quote overrides have not changed the catalog.
If something looks wrong
- Wait for catalog loading to finish before treating temporary blank material names or zero rates as the saved result.
- A locked catalog rate is deliberate. Check its Editable Price setting in the appropriate price list rather than assuming a broken editor.
- Hiding a line or an adjustment changes presentation; it does not remove its pricing effect. Removing a manual item and changing a generated quantity are different actions.
- If a percentage appears to use a smaller base, check protected items and earlier area discounts. Everything deliberately includes protected items in the whole-quote adjustment.
- If the deposit differs from the company percentage, check the quote's fixed amount, explicit percentage and effective payment-term deposit in that order.