Navigating to the Estimate (BoQ)
1. Click "Projects"
2. Select your Project from the Project List.
3. Open the "Finance" Menu and select "Estimate (BoQ)"
Selecting Line Items to add to the Quote Packages
4. Select the "+" Icon to the right of the Cost Centre and select "Orderable"
Be sure to select "Orderable" instead of "Allowance". Purchase Orders cannot be raised for allowances.
5. Select your line item/s from the Product Catalogue and then click "Save"
Navigating to the Quote Packages
6. Open the Quotes Packages Menu from the left hand side.
Adding in additional Quote Packages
7. Click "Copy Packages" to add additional quote packages from your saved package templates.
8. Select the packages you wish to import and click "Save"
Pulling your Line Items from the Estimate (BoQ)
9. Select your Quote Package "Heading" to open the package.
10. Click "Populate from BoQ" to import the Cost Centre Line Items from the Estimate (BoQ)
11. Click "Save"
12. To Bulk "Populate from BoQ" select the Heading Tick box to select all packages.
13. Open the "Checked Actions" Menu and select "Populate Line Items from BoQ"
Send Release Email
14. Select your Quote Package "Heading" tickbox to select the package you want to send.
15. From the Package Settings, select "Send Release Email". This will email the bidders associated with the package, requesting them to submit a quote through the SiteBook Contractors Portal.
16. To Bulk "Send Release Email" select the Heading Tick box to select all packages.
17. Open the "Checked Actions" Menu and select "Send Release Email"
Submitting a Quote on behalf of a Trade / Supplier
18. Select the Bidder under the Quote Package you want to submit.
19. Click "Submit Quote"
20. Type "2000"
21. Input the Quote Amount/s and upload the Quote Document and notes, then select "Submit"
Approving a winning Quote
22. Select the Trade / Supplier you want to award the job to.
23. Click "Approve"
24. Click "Approve"
25. Once Approved, your Line items amount and supplier will be transferred to the "Estimate (BoQ)"
Frequently Asked Questions
Do Contractors have to pay a Subscription to access the Quoting Portal?
No. Contractors can submit Quotes without a paid Subscription.
Why are my Line Items not pulling through to my Package?
Check to see if your Quote package has a Cost Centre linked in the Package Library.