Create the project, then build its quote from line items. Keep the client, scope and amounts connected to the same job so you can find the estimate again as delivery evolves.
- Project-linked scope
- Line items
- Quote versions
Quoting
Build the quote inside the project, where the brief already lives. When the scope is agreed, the work can take shape without losing the detail you priced.
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PROJECT FIRST
Create the project, then build its quote from line items. Keep the client, scope and amounts connected to the same job so you can find the estimate again as delivery evolves.
Beeswax interface example · Sample data
READY TO SEND
Review the quote and its PDF before sending it to the client. Track its state from draft through finalisation and approval, with the document kept in the project.
Beeswax interface example · Sample data
SCOPE INTO ACTION
Create tasks from quote line items so the scope you priced can become work the team can track. The project then brings tasks, time, expenses and the eventual invoice back together.
Beeswax interface example · Sample data
BETTER TOGETHER
Make a little room for the work you actually like.
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