- 1Go to Finance, then Quotes, then New quote.
- 2Pick the participant, title and validity dates.
- 3Add line items: search the NDIS line item field by name or number and the official description, unit and price cap fill in automatically. You can still adjust the description or price, and custom codes are allowed for non-catalogue items.
- 4Set the billing frequency per item (weekly, fortnightly, once and so on). It carries through to the agreement and roster.
- 5For respite stays, add an STA block: nights, ratio, weekend and public holiday flags. It expands into the correct NDIS line codes on save.
- 6Save draft, then Mark as sent when it goes to the participant or plan manager. Print / PDF gives a clean copy for email.
Approval
When the quote is accepted, press Approve & create service agreement. Parkways converts it on the spot: agreement header, dates, budget and every line item carried across. The quote shows Converted with a button straight to the new agreement.