Standardize quoting and budgeting to secure profit
Simultaneously build proposals for clients and estimate delivery costs. Track estimated vs actual results to ensure you deliver projects on time and budget.
Protect your margin
Predefine your products offer to standardize proposal creation. Make sure everyone prices the services in a similar way to generate consistent results and stay profitable.
Save time
Generate quotes for standard service packages instantly with templates. Segment customers by importance or market and use different price lists to automate the sales process for each group.
Learn from the past
Analyze results across the project portfolio to know and improve your scoping accuracy. Know which services to promote, when to charge more, quote more hours, or cut costs.
Make sure you're profitable
Compare estimated income, cost, and time with actual results at a service level or by roles. Act promptly to avoid overservicing and ensure you deliver projects on time and within budget.
Get your quotes approved
Personalize the look and feel of your PDF quotes. Share them with customers via a link for their approval or feedback in seconds.
Automate your workflows
Convert approved quotes into projects to automate the planning process. Use quotes to generate invoices and purchase orders in a few clicks.
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