From proposal to project without copy-paste
Create professional proposals with detailed estimates and turn them into active projects with a single click.
How it works
Proposal templates
Use ready-made templates for different project types (RPA, development, consulting). Customize and send in minutes.
Detailed estimation
Break the project down into phases, tasks and resources. The quote builder calculates costs, margins and timelines automatically.
From proposal to project
When the client approves, turn the proposal into a project with one click. Phases, tasks and assignments are already set up.
Version history
Every change to the proposal is recorded. Compare versions and see what changed between the original and final proposal.
The problem it solves
Proposals are made in Excel, Word or Google Docs. Each one starts from scratch or gets copied from a previous one (with data that isn't up to date). When the client approves, someone has to create the project manually, re-entering all the information. This doesn't scale. With the quote builder, the proposal is the beginning of the project. Everything flows without friction and without losing information.
Start running your consultancy the professional way
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