Kirajade — Commercial Proposal Engine

Quote #	Account	Project Title	Stage	Total (Inc GST)	Updated
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1. Client Account & Project Assignment

Client Account *

Site / Project Contact *

Project Title *

Site Address / Location

2. Scope of Works

Initial Enquiry — what the client told us before anyone inspected the job (e.g. from the phone call or web enquiry). The estimator's Job Notes below are what actually set the scope and price — but this gets woven into the scope wording too, so the quote shows the client we heard their original request. That's a paper trail that heads off disputes later. Saved permanently with this version.

Job Notes — the estimator's reasoning for how this job is priced/scoped (e.g. "client's picky, can't fix-price this — budget it and check in when exhausted"). Saved permanently with this version so anyone who opens it later can see why it was quoted this way. Also feeds "Generate" below to draft the scope paragraph.

Scope Description — this is what prints on the quote. Edit freely, or type feedback in Job Notes above and click Generate again — it revises what's here rather than starting over.

3. Priced Line Items

Pick a service type, then a rate card item — the fields below adjust to what that item actually needs (thickness reference and difficulty ladder only appear when the picked item carries them).

Proposal Lifecycle

Pipeline Stage

Commercial Summary

Subtotal (Ex GST): $0.00

GST (10%): $0.00

Total (Inc GST): $0.00

Emails & notes on this case

Everything tagged to this case. The full history across all their cases is on the client file.

Add a note

History

Every action on this case, in order: created, triaged, versions saved, stage changes, emails in and out, notes, promotion.

Enquiry