Create and export quotes
Turn a takeoff into a customer-ready quote in the Proposal tab, keep internal costs hidden, and confirm the recipient before sending.
Last updated June 24, 2026
QuoCAD connects your takeoff, quantities, pricing defaults, taxes, notes, and customer/job information to help you create a customer-ready quote. Customer-facing quotes live in the Proposal tab of a job.
Quote workflow
- Finish or review the takeoff.
- Open the Proposal tab.
- Confirm the customer/contact information.
- Confirm the recipient email before sending or exporting.
- Review line items, totals, taxes, and notes.
- Confirm what should be visible to the customer.
- Export, print, or share depending on the features enabled for your plan.
Customer-facing vs internal
A customer-facing quote should show your company branding, the customer name, the property/job address, the scope of work, line items, taxes, the total, notes, and any terms or approval details you configure.
Customer-facing quotes do not expose your internal labor assumptions, margin, profit, raw material cost, or private production notes. Those stay in the internal Breakdown report.
Depending on how you configure the Proposal, you can present a scope-focused document or a priced quote. In every customer-facing mode, internal cost and margin stay hidden.
Check before you send
Before exporting or sending, review the customer name, recipient email, job address, quote total, tax, any expiration date, public notes, and the preview.
If the linked customer's email changes, the quote recipient updates or warns. If the job address and customer address differ, confirm you selected the correct customer and property before sending.
Related guides
Use reports
Review the internal Breakdown for a single job and compare many jobs in the Reports workspace — separate from customer-facing quotes.
Read guideCreate your first job
Set up a job, link the right customer, add a takeoff image, and avoid sending a quote to the wrong recipient.
Read guideConnect Stripe for customer payments
Let customers pay invoices online through your own Stripe account using Stripe Connect — set up by an owner or admin.
Read guideStill need help?
Contact support with your workspace name, page URL, job name, browser, a screenshot or recording, and any error code shown.