Quote to Project Workflow

Create, send and track fee quotes with RIBA-aligned templates. Convert accepted quotes directly into live projects.

Two modes

Linked to existing project

Attach a quote to an existing project in Coordin. Fee stages, client details and project metadata are pre-populated. Ideal for additional services, variations or phased appointments on live projects.

Standalone quote

Create a quote from scratch for a new enquiry. Once accepted, convert it into a live project with one click. All fee data, scope and assumptions transfer automatically.

5 RIBA-aligned templates

Planning / Pre-App

Scope and fees for planning applications, pre-app advice and feasibility studies.

Technical / Delivery

Detailed design, technical coordination and construction-stage services.

Full Appointment

End-to-end RIBA Stage 0-7 appointment covering the full project lifecycle.

BRPD Services

Principal Designer coordination, gateway submissions and compliance management.

CDM PD Services

CDM Principal Designer duties including pre-construction information and H&S file.

Quote builder

12-tab builder covering scope, stage fees, optional extras, meetings, travel, design freeze, exclusions, terms and acceptance. Every section is designed for architectural and engineering practices — no generic invoicing tool compromises.

Quote lifecycle

Draft
Internal Review
Ready to Send
Sent
Viewed
Accepted
Converted to Project

See Quote to Project in the demo

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