Quotes

Request Quote sends a defined scope and collects pricing from trades. Each vendor gets their own link. One vendor submitting or declining does not close the request for others.

This is not Scope Clarification. Clarification uses one shared details form and finishes with Finalise form. Quotes collect per-vendor prices. Need missing details first? Use Scopes.

Scope Clarification vs Request Quote

	Scope Clarification	Request Quote
Purpose	Collect missing details via one shared form	Send a defined scope; collect pricing
Recipients	Clients on one shared link	Individual link per vendor
Done when	Creator Finalise form (whole form)	Each vendor Submit Quote or Decline to Quote
Open it	Scope Clarifications (or free tools → Scope Clarification)	Quote Requests (or free tools → Request Quote)

List

Org list page: Quote Requests.

Description: All quote requests across your organization
Create: New Quote Request
Empty: No quote requests yet / Create your first one to request quotes from vendors.

Project list: same title and create label.

Description: Request quotes from vendors
Detail links stay under the project

Org and project detail pages use the same layout.

Project Quote Requests lists requests for that job. The organization Quote Requests page lists organization requests only (not every project request).

Quote Requests on Maple Street Water Loss with Kitchen rebuild open — Maple Street Water Loss · Quote Requests

New quote wizard

Page title: Request Quotes. Subtitle: define the scope clearly for a faster, more accurate turnaround.

Steps:

Select Form (choose a form template)
Fill Form (enter project details)
Add Recipients (who should receive this?)
Review & Send

Unlike Scope Clarification, there is no separate Your details / Invite Clients step here. Recipients are vendors, not shared-form clients.

After send, Flow opens the quote detail.

Request Quotes wizard on Select Form — Request Quotes

Quote detail

Header title is Quote Request when empty. Shows the scope type (for example flooring scope), Created relative time, optional N of M opened, and Form Locked when locked. History opens revision history.

Mobile tab label for the main pane: Quote.

Vendors (not Clients)

Empty state: Nobody has this quote request yet / Add vendors to start collecting quotes. Action: Add Vendors.

With recipients, card title: Vendors.

Description examples: count of quotes received, Waiting on named vendors, or Waiting for responses
Actions: Send (pending recipients), Add, mobile Send to Pending
Dialog to add: Add Recipients (confirm Add Recipients)
Per-vendor list statuses include Pending, Sent, Submitted, Declined
Conversation action label on this page: Open conversation
View a response: dialog title Quote Response

Submitted Quotes

When any vendor has quoted: card Submitted Quotes / Quotes received for this request. Cards show amount and related response fields from that vendor only.

Project Details (defined scope, not shared editing with all vendors)

Card title: Project Details.

With recipients: Details shared with vendors
Without: Details for this quote request
Empty: No project details
Collaborators can Edit / Save / Cancel, and Lock form / Unlock form (Reason for locking required, same as clarification). Locked banner: Form has been locked. No further edits can be made. (optional reason)

There is no Finalise form button on quote detail (that step is Scope Clarification only).

Kitchen rebuild quote request detail with vendors — Quote Request detail

Free tool path

Public create: free tools → Request Quote. Subtitle: define the scope clearly and request pricing from trades.

Steps:

Select Form
Your details (who you are and where the job is)
Fill Form (enter project details)
Add Recipients (who should receive this?)
Review & Send

Post-send track (quotes):

Project details description: What trades will price
Send actions: Send quote requests, Add recipients to send, Add recipients
Submitted prices card: Quotes / Submitted prices from trades
Response dialog: Quote Response

Recipient public link for quotes:

Status chips: Awaiting Response, Submitted, Declined as applicable
Response card: Your Quote / Enter your quote details below
Fields: Quote Amount (required), optional Tax included in this price, optional Valid Until, optional Notes, Attachments
Actions: Submit Quote, Decline to Quote (confirm Decline to Quote? then Decline)
After submit: Quote Submitted (amount; optional valid-until). After decline: Quote Declined

One vendor finishing does not close the request for others.

Add Recipients dialog on a quote request — Add Recipients

How to request quotes

Open Quote Requests (company or project) or free tools → Request Quote.
Create a request and fill the defined scope on the form.
Add Recipients (vendors) and send. Each gets an individual link.
Vendors Submit Quote or Decline to Quote on their own link.
Review Submitted Quotes per vendor. Lock the form if you need to freeze the defined scope.