Quote & win
Bring the relationship, the project and the price together. Develop the scope, prepare your offer and give your client a clear way to move ahead.
Work with example quotes and client records. No signup form.
Quantities · rates · options
Scope · exclusions · terms
Review · questions · acceptance
Workflow overview
The work you can do
Keep contacts, site-visit notes, conversations and follow-ups alongside the deal. Build on an enquiry, a referral or a project you found in Dealflow.
Build quantities, rates and scope into your quote. Bring supporting work from Workshop and prepare the exclusions, terms and documents the offer needs.
Send a branded quote or proposal. Clients can review, ask questions, accept and sign. Revise the offer as the conversation develops, then prepare billing from the agreed work.
Work with example quotes and client records.
No signup form.