New Quote
Quote History
Team-wide list and building-owner analytics.
Revenue by calendar month
Room demand
Quotes by team member
Pipeline by status
| Quote # | Saved | Client | Organization | Quoted by | Lines / Rev | Total | Status |
|---|
Client library
Search the library, add new clients, or edit profiles. Same popup form as New Quote.
| Name | Organization | Eligibility | Created by |
|---|
Quote
My profile
These details appear on exported quote PDFs under Prepared by. Saved to your team profile in Supabase and used on PDF exports.
PDF preview — Prepared by
HubSpot import
Copy and paste the HubSpot form submission as it appears in the email starting at First Name and ending right before the “View submission in HubSpot” button. Then click Import to review and edit before applying.
Confirm HubSpot data
Review and edit anything that looks off. Confirm will create or update the client in the library and fill this quote.
Client
Rental request
Add new client
Preview quote
This is how the quote looks before you save or export. Incomplete fields show as TBD.
Quote saved
Your quote has been saved.
Copy text for email, or download a PDF for the client.