Check client-facing wording
Enter the client details and verify them against the project. Review inclusions, exclusions, notes and detail level. These details belong to the approved version; changing them can require a new approval. Do not assume internal scope notes become client exclusions.
Preview before creating
Choose the intended approved version. Preview is marked PREVIEW — NOT ISSUED and takes no quote number. Check totals, GST, long text, pagination and every non-English character; character support is limited.
Create deliberately
Create quote PDF assigns a quote number. Repeating creation for the same approved version returns the same document and number. Check its version before downloading. Changes need another approved version, not an overwrite of the issued quote.
Keep internal output internal
The client PDF does not include internal cost or markup. The Excel breakdown does and is for authorised internal users. Integrated email is not available: download the checked client PDF and send it through your usual process after confirming the recipient.