Feature

Client Reports

Turn internal estimating work into a client-ready report with scope, assumptions and next steps. It supports Quotify's Construction Intelligence workflow while keeping the final commercial decision with the builder.

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Quotify client budget report summary showing package totals and documents reviewed — Client ReportsTurn internal estimating work into a client-ready report with scope, assumptions and next steps.

What this feature does

Turn internal estimating work into a client-ready report with scope, assumptions and next steps.

What it helps you review

Structure project information
Expose assumptions and exclusions
Review risk before issue
Link back to client-ready outputs

Product preview

Quotify client budget report summary showing package totals and documents reviewed — Client Reports in the Quotify workflow.

Related Knowledge Hub guides

Quotify client budget report summary with package totals and documents reviewed

Builders5 min read

A builder's guide to client-ready quote packs

A client quote pack should be clear, structured and commercially careful.

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Quotify material breakdown showing review status and estimated line costs

Pricing5 min read

How builders can protect margin when pricing larger projects

Margin protection starts before the quote is accepted, while risk is still visible.

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