Hit Save and the quote goes to your Planner under Saved quotes, along with what the job costs you, what it sells for, and your profit.
From there you can:
- Open in Quote Builder — reopen it with every product, cost line and branding field exactly as you left it, ready to tweak or re-send.
- Start project — turn the quote into a project and track it from designed through to sold.
If you are not signed in, quotes save to that browser only. Sign in (free) to keep them on your account.
Aug 28, 2026