Managing Quotes for Projects
Quoting management in project management involves creating, tracking, and overseeing cost estimates for services or products before a project begins. This process ensures that both the scope and budget are clearly defined upfront. To manage quotes effectively, project managers must gather all relevant details, including client requirements, project scope, and potential risks affecting costs. Once a quote is prepared, it should be presented to the client for approval, outlining pricing, timelines, and terms. A structured tracking system helps maintain organized records, ensuring visibility into approval status. Digital tools, such as project management software, streamline this process by automating follow-ups, tracking approvals, and storing quote history. As projects evolve, quotes may require revisions due to scope changes or unexpected circumstances. Establishing a clear process for quote adjustments and client communication prevents misunderstandings. By managing quotes effectively, project managers maintain financial transparency, minimize surprises, and ensure smoother project execution with higher client satisfaction.
Quotes Awaiting Approval
When a project is in the "Awaiting Approval" section, once it's approved, you can easily drag it to the "Approved Quotations" section to start the next phase.
Accepted Client Quotes
When a quote is accepted, a confirmation box will appear, allowing you to confirm whether you want to accept or reject it. Once accepted, it will automatically move to the next phase, and the project will begin.
Rejection Reason
After a quote is rejected, a pop-up will appear, allowing you to enter the reason for the rejection. This will then be sent back to the admin to decide if corrections are needed.
Awaiting Rejection
To move a project from "Waiting for Approval" to "Rejected," simply drag it across the Kanban board and drop it into the "Rejected Quotation" section. It will remain rejected until any further changes are made.
Export Quote
To export the current quote and save it as a PDF, go to the quotation details section of the quote board and click the "Export Quote" button. This will allow you to save the quote to your device.
Preview Quote
After sending the quote, you can preview it by going to the quotation details section and clicking the "Preview Quote" button to review its contents.
