)
)
Time and accuracy are two of the most valuable currencies in client services. From the moment you draft a quote to the instant the work begins, your ability to align on expectations can mean the difference between landing a project or losing it.
Enter Quotes.
Quotes in Teamwork.com allow you to create accurate, professional, and customizable quotes to set your projects up on the right foundation. No one (you, your team, or your clients) benefits from a messy, disorganized, or unrealistic plan. So getting it right from the start (right within Teamwork.com) is critical.
From estimation to execution — all in one place
For those dreaming of early-funnel support in Teamwork.com, this one’s for you. Quotes live right inside Teamwork.com under the respective Client—ready to transition into billable work once accepted.
)
No more copy-pasting numbers from spreadsheets or sending estimates that live outside your project workflow. Once the Quote is accepted, use it to inform billing, set budgets, and build accurate timelines in your projects without all the tab and tool hopping.
Quotes as flexible as you need them to be
Let’s face it—figuring out your pricing model is a hard job, so let’s make the quoting part easy. Nailing the details of your quote can get a bit thorny—tax, discounts, deadlines, and more—but luckily we offer oodles of flexibility to accommodate all your needs, and an efficient and streamlined way to generate quotes right within Teamwork.com.
1 - Create it - Quotes can be priced two different ways:
Time and expenses: As you build the Quote, the total price will adjust according to line items added. Helpful if you want a real-time breakdown.
Fixed price: As you build the Quote, the total price will remain what you desire. If you know your amounts and you want to stick to them, we understand!
2 - Refine it - The devil is in the details—keep your eyes peeled for these options:
Discounts: Add a percentage or dollar amount discount to honour any promos or 1:1 negotiations.
Tax: Apply tax and choose whether the quote total is exclusive or inclusive of tax. Add up to 3 tax amounts for regionalized support.
)
3 - Build it - Show your work. Outline what’s required to deliver the job in a detailed and organized way:
Item: The name of the line item (time, service, expense etc)
Description: Add any relevant details/notes if necessary
Who: The user assigned to that item. (This is not visible on exported Quote, and is used internally to calculate the line item amount based on the user’s rate)
Quantity: The volume of the item (number of hours, number of items purchased)
Rate: The per quantity cost of the item (hourly rate, cost of item purchased)
Amount (exc. tax): The total amount of the line item (quantity multiplied by rate)
)
4 - Send it - Export as PDF, send to your clients, and track status in Teamwork.com.
)
How Quotes can—and will—help you
Quotes help jumpstart project planning by defining scope, costs, and timelines upfront. This transparency minimizes surprises later downstream and reduces the need for excessive back-and-forth communication, creating a smoother experience for both teams and clients.
The benefit?
Accelerate the funnel (under one roof) - sales-to-delivery handoff is speedy and streamlined
Professional impression - sleek, itemized, polished documents
Unique like clients - flexible options to customize every quote
Transparency - detailed and honest quotes for clients and team
The result?
Gain client trust - grow your client base and retain them
Team alignment - clear expectations mean less questions, more action
Projects are set-up for success - realistically (no more guesses)
Kick start work - once accepted, things are smooth and quick
Quit questioning, start quoting
Quotes in Teamwork help you move fast, but not at the cost of clarity or accuracy. You get a central place to build, manage, and track these proposals, aligned with the real work your team will deliver. It’s one more way Teamwork.com helps service businesses turn complexity into clarity, and win client trust from day one.
So the next time a client asks, “Can you send me a quote?”, make sure you’re on our Scale plan. If not, drop a quick note to sales@teamwork.com and we’ll be in touch!
)
)
)
)
)
)
)