Updating a quote after design lock
When the customer's design is finalised, your quote may need updating against the final brief. The re-quote runs through the same tool, with a four-working-day deadline.
If you quoted on a project before the design was finalised, your quote was provisional in places. Once the design pack is locked, you update the quote against the final brief.
Steps
- Receive the re-quote trigger. When the customer signs off the design pack, the re-quote appears in your dashboard's re-quote queue.
- Review what's changed. The platform offers the option to re-submit your quote against the updated design pack — it doesn't show a diff of what's changed, so work through the pack yourself. Pin down what's specific now that wasn't before — finishes, dimensions, material choices, bespoke elements.
- Update your quote. Through the quoting tool, the same way as the original quote. Adjust line items where the spec has firmed up.
- Submit within the deadline. Re-quotes are due within four working days of the updated design pack being shared. For larger projects this deadline can be extended — message the Beams Planner, who will update it using admin tools. Long-lead suppliers or substantial scope changes are typical reasons.
What changes most often
- Material costs — specific tile, sanitaryware, lighting, joinery now pinned to product. Quantities firmed.
- Bespoke items — custom joinery, custom worktops, custom glass — now have firm dimensions.
- Provisional sums — drawn down to specific figures.
- Scope — sometimes the design phase has surfaced something that adjusts the build scope.
Phase 1 firm / Phase 2 indicative
Some customers ask for a firm price on the immediate phase of the project plus an indicative price on later phases. The quoting tool supports this — you can structure the quote with phase-1 firm lines and phase-2 indicative lines. The customer's build advisor will tell you if a customer has asked for this shape.
What this means for you
A re-quote at design lock is normal. The customer expects the number to move; what they don't want is the move to be unexplained. Use the quoting tool's notes column to flag anything that's shifted materially, so they can see the cause.
Related articles
- How quoting works on Beams
- Time-to-Quote and the re-quote queue
- Using the quoting tool