---
title: "Create an estimate and send a quote"
description: "Step-by-step guide to building an estimate in Bulido — rooms, services, prices — and sending the client a professional quote PDF. The Details, Rooms, and Additional services sections, required fields, dates, save, and send."
locale: en
category: quotes
slug: create-estimate
updatedAt: 2026-05-06
---
# Create an estimate and send a quote

Estimating starts with **Quotes → New quote**. The whole form lives on one screen so nothing slips past you, from client details and the take-off through to the totals. Once it's filled in, you send the finished estimate to the client as a quote PDF. Below: what each section is for, and which fields are required.

## Quote details

The basic info about the quote:

- **Quote title** (required). A short name like *Bathroom remodel, Linden St.*. Shows in your quote list and on the PDF.
- **Client** (required, with email). Pick an existing client, or hit **Add client** and create one inline. The client needs an email address for the quote to be sendable.
- **Project address** (required). Street, postal code, city. The project address is separate from the client's address. It's where the work actually happens.
- **Valid until** (optional). The date the quote stops being valid. Defaults to "today + your default validity days" set in company settings.
- **Planned start** and **Planned end** (optional). The work timeline. These dates later appear in the dashboard calendar once the quote becomes a project.
- **Notes** (optional). Your own internal notes, hidden from the client.

## Rooms

This is where you build the actual quote. Click **Add room**, name it (e.g. *Bathroom*), and optionally enter dimensions (width, length, height). Bulido derives floor area, wall area, ceiling area, and perimeter from those. Useful, because many services can pull their quantity automatically from the right room metric.

For each room you add **services** from the catalog (or add a custom one-off). Each service has a unit price; the quantity can be entered manually or left for Bulido to calculate from the room dimensions.

Detailed how-tos: [Add rooms with dimensions](/helpcenter/quotes/adding-rooms) and [Add line items to a quote](/helpcenter/quotes/quote-line-items).

## Additional services

For items that don't belong to a specific room: transport, floor protection, debris removal, cleaning. They work the same way as room services (name, unit, quantity, price) — they just aren't tied to any one room.

## Save and send

Three options at the bottom:

- **Save offer**. Saves a draft, sends nothing.
- **Save and mark as sent**. Saves and flips the status to *Sent*, but no email goes out. Handy when you've already given the client the quote some other way.
- **Save and send to client**. Opens the email send dialog. You can adjust the subject and body before sending; the PDF attaches automatically.

## What's next

Once the quote goes out, it waits for the client's decision. See [How to send a quote to the client](/helpcenter/quotes/sharing-quotes) and [What happens after acceptance or rejection](/helpcenter/quotes/accept-reject).