The four-step wizard
Quote building lives at Quotes → New quote (or the + in the sidebar). You'll walk through four steps, and the wizard remembers where you left off if you close the tab.
### Step 1 — Customer
Name, email, phone, address. If you've quoted them before, their details auto-complete from your contacts. New customers get added to your contacts automatically when you save the draft.
### Step 2 — Job details
Job title, type, description, expected start date and duration. There's a small Use AI assistant button on the description field that drafts a description from your past quotes — handy when you're rushing.
Site address and access notes (parking, key access) live here too. The customer doesn't see the internal notes — those are for you and your team on the day.
### Step 3 — Items & pricing
The core of the quote. Each line gets a name, qty, unit, cost and price. As you type, Vontra suggests items from your previous quotes so you don't re-type the same things.
- Sections group items under headings — Materials, Labour, Machinery, Travel by default. Markup per section is set in Settings and can be overridden per quote.
- Custom sections — tap "+ Custom section" for one-off categories like Scaffolding or Testing.
- Import from a screenshot or PDF — see Importing line items from a screenshot.
- Photos & attachments — drop in plans, site photos, before-and-afters. The customer sees them at the bottom of the quote.
### Step 4 — Review & send
Preview the quote exactly as the customer will see it. Send via email, WhatsApp, SMS or a shareable link. You can also Save as template here if this quote shape will be reused — see Saving a quote as a template.
After they sign
The customer accepts online with a finger-signature on the public quote page. When they do:
- You get a notification
- A draft invoice is auto-created from the accepted quote
- The quote flips to Accepted in your Quotes list
Tips
- Set payment terms in Settings — Net 14, deposit on acceptance, etc. — and every new quote inherits them.
- If you edit a sent quote, the new version becomes V2 so both you and the customer can see what changed.
- Quote number, share token and PDF filename are all generated automatically.