CorrigoPro v5.4 Release Highlights - Line Item Quotes - Concept

Sep 21, 2026

CorrigoPro v5.4 introduces Line Item Quotes to streamline estimating and approval workflows. Quotes become detailed, multi-line drafts built from approved invoice-linked price list items, with automatic calculation of amounts and optional general descriptions. Providers can submit richer quotes through CruChat, manage them in the Invoicing app via a dedicated Quote tab, and handle tax calculation, read-only viewing, and re-submission after rejection. Approved quotes can generate invoices automatically or be applied manually to overwrite line items before submission, improving clarity and reducing back-and-forth communication.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages17

Reading Time6 min

AccessFree to download

Line Item Quotes – Concept

What is a Quote?

What happens to a Quote?

Access quote from CruChat

Submit quote in Invoicing app

Calculate tax for quote

View quote in Invoicing app

Re-submit quote in Invoicing app

Create invoice from quote

Apply to invoice

WO details

CorrigoPro v5.4 Release Highlights Line Item Quotes – Concept What is a Quote? Quote is an estimated cost for a WO which is sent by a provider to a customer requesting an increase NTE. The customer may also create a quote on behalf of the provider. What happens to a Quote? CorrigoPro 5.4 introduces the option to create a detailed quote using price list items that are included on the invoice after approval. The process is similar to invoice creation. Pro can pick price list item, add description, edit amount and rate, quote amount is calculated automatically. There is optional general quote description as before. You need to submit a quote after you are done. Key benefits for this feature are: ● Provider can submit detailed quotes which would eliminate the back and forth offline processes (phone calls, emails) for questions/clarifications and speed up approval ● Provider does not need to create invoices separately, it will be created from the approved quote Line Item Quotes – Access Quote from cruchat Quote general information can be viewed in a CruChat. It is also possible to start quote submission process in the CruChat if a quote is not submitted yet or has been rejected by a customer. Line Item Quotes – Submit Quote in Invoicing app A quote is a “draft” version of invoice, multi-line quotes are managed within Invoicing application. New ‘Quote’ tab is added to an existing invoice details page and used to manage multi-line quotes. You will be redirected to this tab when you want to view quote details or edit details before submitting. Line Item Quotes – Calculate Tax for Quote Taxes can be added to a quote in the same way as it is done for an invoice. Use “Calculate Tax” button in the bottom of the quote details page or add taxes manually. Line Item Quotes – View Quote in Invoicing app After a quote is submitted or approved, it can be viewed in read only mode. Line Item Quotes – Re-submit Quote in Invoicing app A quote can be re-submitted after it is rejected. Rejection reason specified by a customer is displayed in the top of the quote details page. Price list items marked by the customer as preventing approval is highlighted with red border. Line Item Quotes – Create Invoice from Quote An invoice will be created from a quote: ● Automatically – when the quote is approved, but only if the invoice has not been edited before and the invoice does not have default invoice items (the last condition is only applicable for PM/RM WOs) ● Manually – when clicking on ‘Apply to Invoice’ action from the quote details page to overwrite current invoice content with quote line items. See next slide for details. Line Item Quotes – Apply to Invoice Pressing “Apply to Invoice” button will override existing line items in an invoice with line items from quote as they are seen on the screen. The action is available only if the quote is approved or waiting for approval and before the invoice submitted or if an invoice has been disputed. Line Item Quotes – WO Details Quote amount is displayed in the WO Details tab as before. Press “View” button to see quote details.

FAQs

What is a quote in CorrigoPro v5.4?

A quote is an estimated cost for a WO sent by a provider to request an increase NTE. The customer can also create a quote on behalf of the provider.

How are line item quotes created and calculated?

Providers create detailed quotes using price list items, add descriptions, and edit amount and rate. The quote amount is calculated automatically, and the invoice creation process is similar.

When can an approved quote generate or update an invoice?

An invoice is created automatically when the quote is approved under specific conditions, or manually by using “Apply to Invoice” to overwrite current invoice line items before submission (or when an invoice is disputed).

What happens if a customer rejects a quote?

The quote can be re-submitted after rejection. The customer’s specified rejection reason is shown at the top of the quote details page, and pricing items preventing approval are highlighted with a red border.

Sep 21, 2026

Upload by Arica Lee