How to use our Quote Management
Using our Quote Management system effectively in project management allows for streamlined pricing, consistent communication, and better control over project budgets. The system helps project managers create, track, and manage quotes in an organized and efficient way. To use the Quote Management system, start by inputting all relevant project details—such as scope, timelines, resources, and potential risks—into the system to generate accurate and comprehensive quotes. Once created, quotes can be easily shared with clients for approval. The system allows for real-time tracking of the quote's status, from initial creation to client approval, ensuring transparency and accountability. It also helps in managing multiple quotes simultaneously, especially when dealing with multiple clients or project variations. Additionally, the system can store previous quotes and pricing history, enabling project managers to quickly reference and revise quotes when necessary. By leveraging the Quote Management system, project managers can improve efficiency, reduce errors, and ensure that project budgets align with client expectations, resulting in smoother project execution and financial clarity.
Quotation Rejected
The Quotation Rejected column displays quotes that have been rejected by either the client or an employee. This helps you keep all rejected quotes organized in one place. It’s an important feature that allows you to update the information if needed and resend the quote for approval.
Quotation Approved
The Quotation Approved section displays all quotes that have been accepted by clients. These are the quotes where the client has agreed to the quoted price and is ready to begin their project. You can also monitor and track the progress of these projects from here.
Templates for Terms
You can create custom payment terms and conditions by clicking the "Add" button and specifying tailored conditions for a specific quote. This allows you to set unique terms for a particular client while also saving them for future use with other clients if needed.
Choose Payment Method
When choosing a payment method for your invoices, you can simply select between Stripe and PayPal. Once selected, the system automatically establishes the connection to accept payments for the quote through your payment of choice.
Understanding Kanban View
Our Kanban system lets you visualize work effortlessly, enhance efficiency, and drive continuous improvement. With Kanban boards, you can streamline work delivery across multiple teams and manage even the most complex projects within a single, organized environment.
Using List View
In the List View, you can easily visualize your clients and projects within your account. This unique layout helps you quickly locate the information you need in a clear and organized visual format.
