Cost quotes
Consulting CRM modulePrepare consulting-fee proposals as documents and present them to the customer. The quote links to the deal; it is not auto-posted to the finance ledger.
Product preview
Cost quote
Quote line items
| Item | Duration | Amount |
|---|---|---|
| Pre-analysis | 2 weeks | ¤40K |
| Application file | 4 weeks | ¤90K |
| Follow-up & reporting | 3 months | ¤60K |
Total
¤190K
Approved
2
Pending
1
Example scenario
Example scenario
A standard for quoting
Thanks to an item-based quote template, every consultant produced consistent quotes in the same format.
- 50%
- faster quotes
- 1
- consistent format
- 0
- math errors
FAQ
Questions about this feature
Cost quotes
Is the quote posted to the ledger?
No; the quote is a document. If you win, you open a separate revenue entry in the cash/ledger module.
Can I get the quote as PDF?
Yes; the quote document can be printed/exported as PDF.
Is the quote linked to a deal?
Yes; the quote is associated with the related customer and deal.
Other features
Pipeline
Drag-and-drop stage management: first touch → outcome.
Customers
Company card, sector, consultant assignment, estimated grant/fee.
Tasks & Agenda
Customer-linked tasks and an appointment calendar.
Activity & Notes
Visit, call, meeting logs; structured notes.
Reports
Conversion, pipeline distribution, consultant performance.
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