Available on Scale and legacy Enterprise Teamwork.com plans.
Some quotes features shown here are being rolled out gradually. Availability may vary by plan or site configuration.
What
Add quotes in Teamwork.com to outline scope, costs, and pricing for client work, with line items that represent scoped work and costs.
Why
  • Set clear expectations around scope and pricing before work begins.
  • Standardize quoting using projects, templates, and task lists.
  • Apply discount and tax during setup so totals remain accurate.
  • Ensure pricing remains accurate as the quote takes shape.
Who
Anyone responsible for quoting client work, such as account managers, project managers, or operations leads.
When
When you need to outline scope, costs, and pricing for client approval before delivery begins.
On this page

Access the Quotes area

Quotes are managed per client.

  1. Click Clients in the main navigation.
  2. Select the relevant client.
  3. Open the Quotes tab.
Client profile showing the Quotes tab selected

Step 1: Add a quote

Add the key details that define your quote before building line items.

  1. From the client’s Quotes tab, click Add quote.
  2. Complete the required fields and any optional fields you need.
  3. Click Continue to start adding line items.
Add quote modal showing required and optional fields

Required fields

  • Client: Automatically set when adding a quote from a client.
  • Quote no.: Fully customizable to match your numbering scheme.
  • Create from: Start from scratch or base the quote on a project, project template, or task lists.
  • Issue date and Valid until: Define when the quote is issued and how long it remains valid.
  • Pricing:
    • Fixed price: Enter the total amount up front. Line items describe scope and costs.
    • Time and materials: The total updates automatically based on line items, discount, and tax

Optional fields

  • Discount: Apply a percentage or fixed discount.
  • Tax: Apply one or more tax rates.
  • Notes: Optional notes shown on the quote.

Step 2: Add line items

Add line items to represent time, capacity, and billable costs included in your quote. Totals update automatically as you build.

  1. Click Add line item.
  2. Enter a line item title.
  3. Select the item type:
    1. Task: Time for task-based work (hours)
    2. Allocation: Planned capacity for a person or role (hours)
    3. Expense: Billable costs such as software or travel.
    4. Other: Custom items.
  4. Set the item quantity (ex. 4 for an allocation's total hours).
  5. Assign who is responsible for the line item.
    1. Task / Expense / Other: Assign item to a specific person.
    2. Placeholder: Assign item to a specific person or placeholder role. 
      Assignments are used internally for planning and rate calculation and are not shown on exported quotes.
  6. Complete remaining relevant fields. Changes save automatically.
  7. Review quote totals: subtotal, discount, tax, quote total, cost, profit, and margin.
  8. Repeat steps 1 to 8 for each additional item needed.
Sections
Use sections to organize and group related line items.
Quote with populated line items and totals summary

Once a quote is accepted, you can convert it into a project to begin delivery without recreating scope or pricing.