Getting started with QuoteCloud

Plans, photos and the build schedule, beside the price

Drop the drafter's plans in as PDF pages, mark up your site photos and add a week-by-week build schedule, all in the estimate the owners sign.

QuoteCloud estimates can hold the plans as PDF pages or images, site photos in a gallery marked up with the built-in image editor, and a Gantt chart of the build schedule with tasks, durations and milestones. Image blocks are on Starter and above; Gantt charts are on the Business plan.

Four sheets of a sample estimate from a fictional builder, Corbel Building Co., taking turns at the front behind divider tabs: the ground floor plan Rev C with its dimension lines, the site photos and selections, a 15-week build schedule as a Gantt chart, and the price by stage.

The drafter's plan, inside the estimate

Add the plans as PDF pages or images straight into the estimate, beside the price they describe. The owners read the same revision they are signing, with the sheet number and revision on the page.

When the drafter issues Rev D, swap the page and revise the estimate: the plan and the price move together.

  • Plans, elevations and engineer's details as PDF pages or images
  • Numbered notes on the plan that match the legend
  • The whole estimate exported as a PDF for a lender or your files

Image blocks and PDF export: Starter and up

Staged estimates & building quotes
Corbel Building Co.Estimate & building contract CB-2318 Sample · fictional business

Ground floor plan PDF · Rev C

  1. Kitchen bench along the side wall
  2. Island bench, 2.1 m
  3. Skylight over the island (optional)
  4. Window to the side boundary
  5. New LVL beam where the rear wall is removed

What the owners see before they sign

Four kinds of page from the same Doyle extension estimate. Each tab is a QuoteCloud content block in the document the owners sign.

Site photos and selections

A gallery block with the existing kitchen, a frame stage from a recent job, the approved plans and the joinery selection, each with a caption.

Image and gallery blocks: Starter and up

PC sums, provisional sums & selections
Corbel Building Co.Estimate & building contract CB-2318 Sample · fictional business

Site visit notes on the photo

Numbered marks drawn on a site photo with the built-in image editor: the wall that comes out, the new beam above and the stacker door opening.

Image editor: Starter and up

Variations & change orders
Corbel Building Co.Estimate & building contract CB-2318 Sample · fictional business

Site visit notes

A room under renovation with temporary steel props, debris and tools on the floor
  1. Rear wall removed
  2. New beam above
  3. Stacker door opening

Before and after, side by side

Two image blocks: the kitchen as it is today and the finish the owners chose, so the scope is clear before anyone signs.

Staged estimates & building quotes
Corbel Building Co.Estimate & building contract CB-2318 Sample · fictional business

Before and after

A kitchen under renovation, with cabinets covered in plastic and paper
Before
A bright kitchen with white cabinets, hexagonal wall tiles and a marble island
After

A 15-week build schedule

A Gantt chart block with each stage, its weeks and practical completion as a milestone. The optional skylight has its own bar.

Gantt charts: Business plan

Contracts, deposits & progress claims
Corbel Building Co.Estimate & building contract CB-2318 Sample · fictional business

Build schedule

StageW1W2W3W4W5W6W7W8W9W10W11W12W13W14W15
Site works & demolition Week 1 to 1
Footings & slab Week 2 to 3
Frame Week 3 to 5
Roof & lock-up Week 5 to 7
Skylight optional Week 7 to 7
Services rough-in Week 7 to 9
Plasterboard Week 9 to 10
Kitchen install Week 11 to 12
Tiling & painting Week 12 to 14
Practical completion Week 15

Put the plans and programme in your estimate

Free for 14 days, no credit card required. Gantt charts are on the Business plan: try them during the trial.

Sample estimate · CB-2318

Fifteen weeks, stage by stage, on one page

Owners plan their move-out, lenders see when each stage lands and trades see their week. The Gantt chart is a block in the estimate: change it, revise the estimate, and everyone reads the new version.

Corbel Building Co.Estimate & building contract CB-2318 Sample · fictional business

Build schedule

StageW1W2W3W4W5W6W7W8W9W10W11W12W13W14W15
Site works & demolition Week 1 to 1
Footings & slab Week 2 to 3
Frame Week 3 to 5
Roof & lock-up Week 5 to 7
Skylight optional Week 7 to 7
Services rough-in Week 7 to 9
Plasterboard Week 9 to 10
Kitchen install Week 11 to 12
Tiling & painting Week 12 to 14
Practical completion Week 15

Which block does what, on which plan

Everything on this page is a standard QuoteCloud content block you add to your estimate template.

  • Plans

    PDF pages or image blocks for drawings, elevations and engineer's details. Starter and up.

  • Site photos

    Gallery and image blocks with captions, and the image editor for numbered marks. Starter and up.

  • Build schedule

    A Gantt chart block with tasks, durations, dependencies and milestones. Business plan.

  • PDF export

    The whole estimate as a PDF for a lender, the owners or your files. Starter and up.

When the drafter issues a new revision

Keep the plan, the price and the programme in step without starting the estimate again.

  1. Swap the plan page

    Replace the PDF page or image with the new revision, so the sheet the owners see is current.

  2. Adjust the price lines

    Change the quantities and rates the revision affects; subtotals, tax and the deposit recalculate.

  3. Move the programme

    Change the start and length of any stage that moves in the Gantt chart (Business plan).

  4. Revise Last Version

    A new revision marked Revised is created; the earlier one stays in the document history (Business).

  5. Send it for signature

    The owners open one link and read the plan, photos, programme and price of the same revision.

Plans and schedule questions

Can I put building plans in a QuoteCloud estimate?

Yes. Add drawings as PDF pages or images in the estimate, beside the price, with the sheet number and revision on the page. Image blocks are on Starter and above. QuoteCloud does not read or measure the plans: there is no quantity take-off or CAD import, so the quantities come from your own estimate.

Can I add a Gantt chart build schedule to a quote?

Yes, on the Business plan. A Gantt chart block shows each stage with its start, duration and dependencies, and milestones such as practical completion. It is part of the document the client reads and signs, not live project management software, so you update it by revising the document.

Can I mark up site photos in an estimate?

Yes. Add site photos in a gallery or image block and use the built-in image editor to draw numbered marks and notes on them, for example where a wall comes out or a door goes in. Image blocks and the image editor are on Starter and above.

Can I export the estimate as a PDF for the bank?

Yes. Export the whole estimate, with its plans, photos, schedule and price, as a PDF on Starter and above. The owners can also open the live document from a link on any device, and sign it there.

What happens to the plans when the price changes?

Use Revise Last Version: it creates a new revision marked Revised and keeps the earlier one in the document history, so the plan, photos, programme and price change together in one document. Version history is on the Business plan.

More construction questions

Explore QuoteCloud for construction

Every page of QuoteCloud for construction, from the first estimate to the last variation.

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