Quotes

What this covers

Before work begins, a renovation has to be priced — and the price has to be something you can read, question, and agree to.

A quote is that document: the priced proposal for a scope of work. One record covers the whole job of pricing, from the first number put in front of a client to the accepted version the contract is written from.

How a quote is built

Lines are organized by cost code. Every line on a quote is classified by cost code — the category that separates framing from plumbing from tile. That classification is what lets the quote, the budget, and the eventual actual cost be compared line for line instead of as three unrelated totals. A number on your quote can be followed all the way through the project.

Selections come from the material catalog. Materials chosen from Story’s catalog arrive on the quote as selection lines, carrying the actual product and its price. When a specific tile is chosen, that tile is what gets priced.

Vendor views

A quote carries vendor-facing views. A trade partner sees the part of the pricing that concerns their scope, described the way their work is described, without being handed the full client proposal.

This is what keeps one set of numbers behind both conversations — the price quoted to the client and the scope given to the trade come from the same record.

Acceptance and rejection

The quote goes out as a link. You open it in a browser, review it, and respond there — no account to create.

Acceptance is recorded as evidence. When you accept, Story records who accepted, the date given, and a timestamp. What exists afterward is a durable record of agreement rather than a recollection of a conversation.

Rejection captures a reason. If you reject a quote, you say why in your own words, and that reason is recorded with it. It is the input to the next version — the difference between a quote that is simply dead and one that gets revised into something you will sign.

What you see as a client

You receive a link to your quote. It shows the scope, the lines that make it up, and the total. You accept or reject in the browser, and if you reject, you give a reason.

Once accepted, the quote becomes the basis of the contract, and its lines carry forward into the budget the project is measured against. The pricing you agreed to and the plan the work runs on are the same set of numbers.

Contracts and change orders — what an accepted quote becomes
Budgets and cost control — how quoted lines become the cost plan
Purchasing and vendors — the vendor side of a priced scope