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.

Protect your margin

Mirror your project plan while keeping the client-facing proposal compact. Use the estimation matrix to break down deliverables by roles and doers for detailed effort, cost, and price planning.

Plan quotes like projects

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.

Save time

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.

Learn from the past

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.

Make sure you're profitable

Monitor how well you’re sticking to your cost budget. Predict your likely profit based on current cost burn and still-to-do work while the project is ongoing. Course correct proactively to ensure profitability.

Forecast profit

Set up approval flows for high-value quotes. Review them internally to control costs and ensure the offer is competitive and profitable.

Maintain control

Personalize the look and feel of your PDF quotes. Share them with customers via a link for their approval or feedback in seconds.

Get your quotes confirmed

Convert approved quotes into projects to automate the planning process. Use quotes to generate invoices and purchase orders in a few clicks.

Automate your workflows