A scope of works document can be very quickly generated from your quotes with just one click by using the "Create" button in the top right corner of the page.

Best Practice

  1. Finalise your quote and use the "Publish" button to lock the quote for changes.

  2. Add any additional notes or comments to the quote by using the "Attachments and Notes" panel of your page

  3. Finally, click on the "Create" button and choose "Scope of Works". This will download a PDF straight to your hard-drive with the correct formatting that your insurance accounts prefer.

Don't forget, each time you publish a quote, we'll automatically generate the Quote PDF and attach it to it's related project.

Have more questions? Make sure you message us at support@codafication.com

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