1. Set up your business
Add your business name and contact information. Review the quote branding and terms you want customers to see.
2. Describe the project
Start a new estimate and enter the customer, email, project name, and scope. Use a valid email address or leave it blank.
3. Add your costs
Enter materials and labor with quantities and your own unit costs. Reuse catalog entries where useful. Include relevant overhead and other project costs.
4. Choose your pricing
Use target margin or set a fixed project price. Margin and markup are different: a $100 cost with a 20% margin produces a $125 pre-tax price. A 20% markup would produce $120.
Review the tax rate and its suitability for your job. BellaQuote’s project-level tax setting does not determine your legal tax obligations.
5. Review and share
Save the estimate. Open the customer PDF preview, check every page and total, and verify which details are visible. Use Save PDF or the email/share action. Confirm the recipient and attachment before sending.
6. Keep revisions clear
When using a revision, review the original and updated scope and price. Confirm the revision was saved. A recorded status or sent PDF is not proof of customer approval.
Guide updated November 9, 2026.