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 Setup page 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 (10 word minimum).
Prioritize impact: add info that affects scope, effort, timing, or price.
Skip the dump: reserve long histories and attachments for the Problem Setup after quote acceptance.
500 word limit: You can not add more than 500 words.
How to remove
To remove additional information you added to your quote, click "Edit additional information". Delete all the text and click 'Save'. That's it.... the additional information has been cleared.
Summary
Adding information can help refine your quote - but it’s never required.
Use it for important clarifications; otherwise, you can proceed as is.