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Manage Multiple Estimates![]() |
Multiple estimates can be held against each level of the project.
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Import from Excel![]() |
Where complex formula are required for preparing a quote, these can
be prepared within Excel and then copied directly into the job
costing quote based on a few key fields.
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Import from Historic Jobs![]() |
The user has the ability to bring through quote details based on
information that has been entered onto a previous job.
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Import from Sales Opportunities![]() |
Where a sales person has previously created a sales quote in SAP
Business One, this information can seamlessly be imported into the
estimate tab of the job.
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Print Estimates![]() |
Quotes and estimates can be printed out at either the master or sub
job level of the job as required for the user. Multiple formats of
the quote form can be maintained to display different information
depending on the requirements of the user.
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Generate Contracts Based on Estimates![]() |
Where the billing on the job is based on a billing schedule, or
else based on phases or milestones, the quote prepared in SAP
Business One can be imported directly into the contracts module of
the job to generate the billing schedules.
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