Budget/Quotes and Contracts Section in Client Profile
The Budget/Quotes and Contracts section in the Client Profile displays all quotes created for the client and is used to manage client quotes and service agreements in CareVision.
This section is one of the areas where users can create quotes for the client.
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To access this section:
- Open the Client Profile.
- Select Budget/Quotes and Contracts
To create a new quote, click the plus (+) icon located in the upper-right corner of the page.
The Budget/Quotes and Contracts section allows you to easily generate quotes, track their status, download agreements, reuse existing quotes, and maintain a clear record of both active and archived client contracts.
Viewing Quotes
Quickly filter and access quotes based on their status.
- Active – Shows current quotes you can review or action, helping you stay on top of ongoing work.
- Archived – Shows past or expired quotes for reference, so you can easily revisit historical records.
Quote Snapshot
Get a quick overview of key quote totals without opening full records.
- Total Quote Amount: Shows the overall total so you can quickly understand the full cost.
- Funding Sources: Shows the number of funding sources used for the quote.
- Recurring Services: Shows the number of ongoing supports in the quote..
- One-off Items: Shows the number of once-off items in the quote.
- Fees and Charges: Shows the number of fees and charges in the quote.
Download Quote – Allows you export the quote so you can easily share it with clients or keep records.
Edit Quote – Allows you to update details so you can keep information accurate.
More Actions (3 dots) – Click the 3 dots for more actions.
This allows you to download the quote in different formats, such as Advanced mode, and also download the agreement.
A table is displayed showing the details of each quote. See the table below for key information.
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