After you create a quote or submit a quote request, you’ll see an option to 'Add additional information' under the 'Situation Details' section.
This is optional - your quote is valid even if you don’t add anything else.
When should I add more info?
Use this if:
You forgot a key detail that could change scope or pricing (custom solutions)
Something changed after the quote was created or submitted
You want to flag a nuance (timelines, constraints, must-haves)
What you don’t need to do
You do not need to provide every single detail here.
If your quote is accepted, the Problem Dashboard is where you’ll add full context, files, and deep specifics. Keep this step lightweight - just clarifications that help us avoid confusion or back-and-forth.
Where to add it
Open your quote and scroll to Situation Details. Click “Add additional information” (or “Edit additional information” if you’ve added some already) and enter a brief note. Save, and you’re done.
What happens next
We review what you shared alongside your original submission. If we still need clarification, we’ll reach out before moving forward. Your quote continues to progress whether or not you add anything here.
Quick tips
Be concise: one or two short paragraphs beat a wall of text.
Prioritize impact: add info that affects scope, effort, timing, or price.
Skip the dump: reserve long histories and attachments for the Problem Dashboard after acceptance.
Bottom line
Adding information can help refine your quote - but it’s never required.
Use it for important clarifications; otherwise, you can proceed as is.