Optimize Profit with Unified Quoting and Budgeting

Create client proposals and estimate delivery costs in tandem to standardize your quoting and budgeting process. Monitor the variance between estimated and actual outcomes to safeguard your profit margins.

Streamline Quoting

Utilize templates to instantly create quotes for standard service offerings, saving valuable time. Categorize customers by significance or industry and apply tailored pricing strategies to each segment, automating and enhancing the sales workflow.

Quote Approval

Maximize Profitability

Analyze and contrast projected revenues, costs, and timelines against actual figures by service or role. Take swift action to prevent overservicing, guaranteeing timely and budget-conscious project completion.

Protect Your Margins

Standardize your offerings by predefining product and service proposals. Ensure uniform pricing strategies across your team to maintain consistent outcomes and preserve profitability.

Financial Tracking

Frequently asked questions

How do the Quoted hours become Job hours once the job is accepted?

Want to minimize double handling of Quoted work once it has become an approved job? Build your Quote to include tasks, service, and item rates. Add allocated time to these tasks, and once a Quote is approved, use these Quoted details to create a Project instantly, which will contain all the tasks, time, and start/due dates.

You can get more details from our video about the Quotes.

In ProWorkflow, we have a quoting tool that can create quotes detailing proposed jobs and contains an itemized breakdown of said jobs.

Every quote will be attributed to a client, so it will be easy to see the total value for proposed jobs and how each of your clients contributes to that total value.

You can use our reports to focus on unapproved and pending quotes. So, this way, you can track your upcoming project value.

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