Available on Scale and legacy Enterprise plans.
Some quotes features shown here are being rolled out gradually. Availability may vary by plan or site configuration.
What
Quotes help you estimate, price, and plan client work before delivery begins.
Why
  • Help clarify scope, pricing, and expectations early so that planning, budgeting, and delivery are more predictable.
  • Standardize quoting across repeatable services and project types.
  • Apply discounts and tax before sending a proposal.
  • Understand cost, profit, and margin while building a quote.
  • Convert accepted quotes into delivery projects without recreating scope.
Who
  • Site admins can create and manage quotes under each client.
  • Teams can use quotes to align on pricing and resourcing before work begins.
When
  • You need to propose work to a client with clear scope, costs, and timelines.
  • You want to estimate hours, expenses, or fixed-price engagements before starting delivery.

What are quotes

Quotes are used before work begins to help teams review cost, profit, and margin internally before committing to work. They allow you to create professional client proposals that reflect the expected scope of work and the commercial details needed to price it accurately.

When a quote is accepted, its scope and pricing can be used to inform billing, budgets, and project timelines without moving information between tools.

Quotes are managed under each client in the Clients area, making it easy to keep pricing and proposals organized by customer.

Key concepts

  • Pricing models: Quotes can be fixed price or based on time and materials, depending on how you charge for your services.
  • Line items: Quotes are built using tasks, allocations, expenses, or custom items to represent work and costs.
  • Assignments: Line items can be assigned to people or placeholder roles to support planning and rate calculations.
  • Discounts and tax: Apply discounts and tax during quote setup so totals remain accurate.
  • Profitability: Review cost, profit, and margin before committing to delivery.

Quote lifecycle

Quotes typically move through the following confirmable stages:
  • Draft: The quote is being built or reviewed internally.
  • Open: The quote has been sent or shared and is awaiting a client response.
  • Accepted: The client has approved the quote and work is ready to begin.
  • Rejected: The quote is not proceeding.
When a quote is accepted, you can convert it into a project to start delivery without recreating scope.