Available on Scale and legacy Enterprise Teamwork.com plans.
What
Add quotes in Teamwork.com to outline scope, costs, and pricing for client work, with line items for tasks, allocations, expenses, and custom work.
Why
  • Set clear expectations before project work begins.
  • Standardize quoting across repeatable services using existing quote templates.
  • Apply discount and tax before sharing a proposal.
  • Ensure pricing remains connected to client, user, and role rates where applicable.
Who
  • Site admins and users with permission to access, create, and edit quotes can create and manage quotes across clients from Finance or from an individual client. They can also create and manage quote templates.
When
Use a quote when you need to propose work to a client, estimate effort and cost, or prepare scope before creating a project.
On this page

Access the Quotes area

You can add quotes from the Finance area or from an individual client.

Access from Finance

  1. Click Finance in the main navigation.
  2. Select Quotes.
  3. Click Add quote.

Access from a client

  1. Click Clients in the main navigation.
  2. Select the relevant client.
  3. Open the Quotes tab.
  4. Click Add quote.

Step 1 (Option A): Add a quote

Use the add quote form to set the quote's client, quote number, source, dates, pricing model, and optional discount, tax, and notes.

  1. From Finance > Quotes or the client’s Quotes tab, click Add quote.
  2. Complete the required fields and any optional fields you need (see below for detailed options).
  3. Click Continue to start adding line items.


Required fields

  • Client: Select the client the quote is for. If you add the quote from a client, the client is already set.
  • Quote no.: The quote number may be generated automatically (based on site settings), in which case it cannot be edited when creating a quote.
  • Create from: Choose how to start the quote, from: scratch, quote template, project, project template, task list.
  • Issue date and Valid until: Set the quote issue date and expiry date.
  • Pricing: Select how the quote is priced:
    • Fixed price: Enter the total quote amount up front.
    • Based on time and materials: The quote total is calculated from line items and rates.

Optional fields

  • Discount: Apply a percentage or fixed discount to the quote.
  • Tax: Apply one or more tax rates to the quote.
  • Notes: Optional notes are displayed at the end of the quote.


Step 1 (Option B): Create from a quote template

Use Create from quote template when you want to start from a saved quote template instead of building a quote from scratch.
  1. Click Add quote.
  2. Select the Client for the quote.
  3. Open the Create from dropdown and select Create from quote template.|
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  4. Use Select a quote template to choose an existing template. 
  5. Use Rates should to choose how rates are handled:
    • Match fixed values from the template: Use the values saved on the template.
    • Use most up to date values: Refresh rates using the current configured values where applicable.
  6. Set the Issue date and Valid until date.
  7. Click Continue.
When a quote is created from a template, amounts are not currency converted. If the quote uses a different currency, only the currency symbol changes.
Quote templates are created and managed in site settings. Select Manage quote templates in the Create from dropdown to open quote template management and create a new one if necessary.

Step 2: Add line items

After you continue from the add quote form, add line items to define the work, expenses, or custom costs included in the quote.
  1. Click Add line item.
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  2. Enter the first item's name under the new section created.
  3. Select the type of line item you want to add (Task, Allocation, Expense, Other).
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  4. Complete the line item details, such as description, quantity, rate, assignment, tax, and discount where applicable.
  5. Click Add section if you want to group subsets of line items.
  6. Click Add line item under the relevant section for each additional item required on the quote.
Line item fields vary depending on the quote pricing model and line item type.
Once a quote is created, you can continue editing its details, line items, status, and export options from the quote view.