Use the active project as the source for quote quantities, room information and product measurements.

The estimator does not have to recreate the job in a separate estimating screen.

Reduces duplicate data entry and the risk of transcription errors between takeoff and quote.

Carry calculated areas and other relevant measurements into the quote workflow.

Quote quantities are tied back to the geometry that produced them.

Makes it easier to understand and defend how a material quantity was calculated.

Retain the relationship between project rooms, products and quote calculations.

The estimator can work from the real project context rather than a flat list of disconnected numbers.

Improves checking on multi-room jobs and reduces missing or duplicated scope.

Use quantities from projects containing more than one flooring product or material type.

Complex jobs do not need to be split into separate quote files just because different rooms use different products.

Keeps the commercial proposal aligned with the actual project structure.

Create a quote record from the project so the estimator can review, price and refine the commercial offer.

The quote workflow begins from measured project data instead of a blank document.

Speeds up estimating and gives the business a repeatable starting point.

Quote from the products maintained by the active business account.

Estimators work from a shared product list instead of maintaining private spreadsheets or individual product sets.

Improves consistency across the estimating team.

Apply the active business's authorised pricing to quote lines.

Different flooring businesses can maintain their own commercial rates without sharing one platform-wide price list.

Protects the organisation's pricing model and produces quotes that match its commercial strategy.

Only team members with the required pricing or quote permissions can access commercial rates.

Installers or products-only users can work with project information without receiving sensitive pricing data.

Protects margins and commercial information while still supporting team collaboration.

Use configured product rules to determine how selected flooring materials contribute to the quote.

Product behaviour can be standardised instead of relying on each estimator to remember every associated calculation.

Creates more repeatable quoting across the business.

Store commercial quoting behaviour under the organisation rather than one individual estimator.

The business retains its estimating method as staff change.

Reduces dependency on individual knowledge and supports more consistent margins.

Use measured square metres for flooring, preparation or services that are priced by area.

The quote line follows the actual project area rather than an estimated allowance.

Produces clearer quantity-based pricing and reduces manual calculation.

Calculate items that are bought or charged by length using the corresponding project measurement.

Trims, edges and similar products do not need to be converted manually from unrelated units.

Reduces unit-conversion errors and makes quote quantities easier to audit.

Use room or project perimeter measurements for products and services that follow walls or edges.

The estimator can price coving, trims or perimeter work from the geometry already in the project.

Reduces manual measuring and improves completeness.

Use calculated seam length where products such as weld rod depend on the installed seam requirement.

The quote can follow the actual cut and seam plan instead of a generic allowance.

Links Cutting Magic decisions directly to related quote materials.

Use an each-based quantity for products or services that are not sold by area or length.

Different product types can coexist in one quote using the correct commercial unit.

Keeps the quote aligned with how suppliers and installers actually charge.

Generate relevant quote lines automatically when the project contains the corresponding product or measurement.

The estimator starts with a populated working quote rather than rebuilding standard scope by hand.

Saves time and reduces the chance of forgetting common items.

Allow a selected flooring product to add related products or accessories according to business rules.

Frequently paired items can follow the main product automatically.

Improves quote completeness and reduces missed accessories.

Include labour items where the business's quoting rules require them.

Material and labour can be assembled in the same working quote.

Gives the estimator a more complete view of the commercial job.

Include adhesives, trims, weld products or other supporting items where rules and measurements call for them.

Small but necessary items do not depend entirely on estimator memory.

Reduces underquoting caused by missing ancillary products.

Generate standard scope automatically while still allowing the estimator to add non-standard items.

The system handles repetition without forcing every job into the same template.

Combines speed with the flexibility required for real flooring projects.

Allow the estimator to amend a working quantity where site knowledge or commercial judgement requires it.

The quote is not locked to an automated result when the estimator knows the job needs an adjustment.

Keeps experienced human judgement in control.

Allow users with the appropriate permission to modify rates on the working quote.

Special customer, project or commercial conditions can be handled without rebuilding the line.

Supports real-world negotiation and project-specific pricing.

Insert additional lines that are not generated automatically from the floor plan.

Unusual job requirements can still be quoted inside the same proposal.

Prevents automation from becoming a limitation on complex jobs.

Remove lines that are not applicable after estimator review.

The estimator can clean up edge cases created by broad business rules.

Produces a quote that reflects the real project instead of blindly accepting automation.

Review the developing quote before it is published to the customer.

Errors, omissions or unexpected commercial outcomes can be identified before the quote becomes customer-facing.

Reduces the risk of sending an incorrect proposal.

Keep the quote in a working state while the estimator reviews quantities, products and pricing.

Internal changes do not automatically become customer-facing.

Supports a controlled estimating process.

Publish the quote only after the estimator is satisfied with the result.

The business controls the moment a working estimate becomes an issued proposal.

Reduces accidental customer exposure to unfinished pricing.

Record the quote as sent when the published proposal has been issued through the workflow.

The internal system can distinguish a working quote from one that has progressed to the customer.

Improves visibility of where each opportunity sits.

When a requested quote is published, the related quote request can move to its quoted state.

The lead or request workflow remains connected to the estimating workflow.

Reduces manual status administration and keeps the customer journey traceable.

Use the publication event rather than draft creation as the meaningful quoted timestamp.

Reporting reflects the real customer-facing event.

Improves workflow accuracy and later auditability.

Mark the lines that should flow into the Installer Job Pack.

The estimator controls which commercial items are useful on site.

Produces a cleaner installation handover.

Material lines can default to inclusion in the Job Pack.

The items an installer is likely to need are prepared for handover without repeated manual selection.

Speeds up the transition from quote to installation.

Labour lines can default to exclusion from the product/material Job Pack.

Commercial labour pricing is not treated like a site material requirement.

Keeps installer documentation focused and protects sensitive information.

Generate installer-facing information without rates, margins, GST, profit or quote totals.

The installer receives the scope information needed for the job without receiving the business's commercial quote.

Protects sensitive pricing while improving site communication.

Generate the Job Pack from the same project and published quote context.

There is no need to recreate the job in a separate installer document.

Reduces handover errors and keeps office and site information aligned.

Capture the customer's quote request together with the relevant Floor Planner project context.

The business receives more than a name and phone number; it can receive the job information needed to begin review.

Reduces the gap between lead capture and estimating.

Assign quote requests through the platform's lead and business workflow.

The right business can receive the opportunity before estimating begins.

Creates a clearer path from website enquiry to commercial action.

Allow the receiving business to work from the customer's submitted project information.

The estimator does not have to start the project again from scratch.

Shortens turnaround time on retail quote enquiries.

Review measurements, products and quote scope before publishing a professional quote.

DIY or retail project input becomes a starting point rather than being treated as unquestioned commercial data.

Maintains professional control over the final offer.

Publish the approved quote back through the platform after estimator review.

The customer journey remains connected from initial project through to commercial response.

Creates a more coherent retail experience.

Allow the organisation owner to manage who is permitted to create quotes and access pricing.

Commercial permissions stay under business control rather than being decided by individual users.

Protects the business's estimating process.

Authorised commercial members can create quotes and work with business pricing.

Estimators receive the full commercial workflow without needing platform-administrator privileges.

Supports practical delegation inside the business.

Allow a team member to access products and job information without quote creation or commercial pricing.

Installers and operational staff can still use the platform safely.

Improves collaboration without exposing rates or margins.

Restricted users are not simply shown a visually hidden price; protected commercial pricing is omitted from the data they receive.

Permission enforcement does not depend on browser styling.

Provides stronger protection for sensitive business pricing.

Associate business products, pricing and quote workflow with the business account.

Commercial information remains part of the organisation as team membership changes.

Reduces dependency on a single employee's account.