Speed up your proposal creation by pre-creating templates, win opportunities faster with an online approval system, sell smarter with quote tracking, and streamline your delivery by converting your quote to a project.
Treat your quote as the beginning of the project planning phase, setting out the milestones, budgets, durations, and dependencies of the project you're committing to deliver for a price, and easily convert sales promises into a live project plan with a single click.
With these guides, you can:
- View a Quote
- Create a Quote
- Convert Quote to Project
- Customize the look of your Quote & Manage Quote Settings
- Give Client's Portal Access & Allow Clients to Accept a Quote
- Create Quote Templates