Creating your first quote

A Bulido quote is organised by rooms. Each room holds line items (labour, materials, services). Totals roll up automatically and follow your company's VAT, currency, and price-display settings.

Step by step

1. Open Offers → New offer in the dashboard.
2. Pick a client from the list, or create one inline if they aren't in your database yet.
3. Add the first room, for example Kitchen. Give it a short, clear name. You can also enter dimensions (width, length, height) — they're optional, but they unlock automatic quantity calculation for square-metre line items.
4. Add line items to the room. Each item has a name, unit (m², lm, pcs, set, kg, l), quantity, and unit price.
5. Repeat for additional rooms (Bathroom, Living room, Hallway, etc.). You can add and reorder them at any point.
6. Check the Summary for the quote. Bulido shows net, VAT, and gross totals based on your company settings.
7. Click Preview to see the quote the way the client will. It's easier to catch typos in room names from this view than from the editor.
8. Click Send to email the client. The PDF goes as an attachment, and the message body includes Accept and Reject buttons. Bulido sends the email in the client's language (PL, EN, or DE) with your company name and logo.

Tips

• Net or gross prices. Control how prices show in the PDF and email body in Net or gross prices.
• Service catalog. Add items you use often to your services catalog. Next time you'll pick them from a dropdown instead of typing from scratch.
• Service templates. If you regularly quote similar scopes (like Bathroom turnkey), bundle the line items into a template and apply the whole thing in one click.

What happens after you send

The client gets your email and reviews the attached PDF. They click Accept or Reject in the message body, and you get the notification by email immediately. If the client confirms outside the app (over the phone, say), flip the status manually from the quote view in your dashboard.

An accepted quote can later be converted to a project. You control when the work actually starts. If the quote needs revisions, edit it and send it again. Bulido tracks which fields changed since the last send, so you know whether the change is a typo fix or something worth a phone call first.