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Quotation & Statement of Work workspace.

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Ask your admin for this if you don't have it — it's the folder where api.php and auth.php were deployed.
MOTION IT
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QUOTE REGISTER

Issued Quotes

STATUS
PROJECT / CLIENT
DOC · VER
ISSUED
TOTAL
ACTIONS
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NO QUOTES ISSUED YET

Build a quote in the editor, then press Issue quote to file it here.

REUSABLE DATA

Library

Saved clients and service descriptions, reusable across every quote. Stored in this browser.

Client database

No clients saved yet. Add one here, or use Save in the editor’s Setup panel.

Service descriptions

No service descriptions yet. Add one here, or save a line from the pricing schedule with ↓ DB.
PREFILL ENGINE

Service templates

Each service stores reusable Pricing Lines, Scope of Works, Out of Scope, Project Assumptions & Risks, General Assumptions and Client Responsibilities. Use Append or Replace to prefill those sections — including the pricing schedule — of the current quote in one click.

SERVICE CRITERIA
PRICING LINES  — published to the quote’s pricing schedule
DESCRIPTION
QTY
UNIT PRICE $
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SCOPE OF WORKS
OUT OF SCOPE
PROJECT ASSUMPTIONS & RISKS
GENERAL ASSUMPTIONS
CLIENT RESPONSIBILITIES
No service templates yet. Press + Add service to build one, or Save current quote to capture this quote’s sections as a reusable service.