How do I generate an NDIS Quote?

The NDIS Quote Tool allows users to generate quotes for NDIS supports for their clients based on their support needs and available funding.

Adding a New NDIS Quote

To add a new NDIS quote, navigate to the client dashboard, select the Funding tab, and click on the Add New NDIS Quote option.

---

This will launch the Add New NDIS Quote page.

---

Add a name and date to the quote. Then select the relevant support categories and add the required support items to the quote. The quote tool will automatically fetch the most up-to-date prices for these items.

---

Click the Edit button next to the support item to update the

Saving

Once the quote is complete, press the Save Quote button.

For data integrity and audit purposes, quotes cannot be modified once saved. However, users have the option to edit an existing quote as a new quote for the same client if necessary. This option can be found by viewing a saved quote.