Project Estimation Module

Easily prepare offers for your customers on potential new projects.

What the module does

Choose from five ways to estimate costs, based on the latest vendor offers or historical data.
Manage all proposal projects from a single dashboard and review status details at a glance.
Access historical pricing data from previous procurements, supplier quotations, price lists, and past proposals to establish your basis of estimate.
Assign email templates and correspond with vendors directly through the platform.
Develop internal requisitions and assign packages and potential suppliers ahead of bidding.
Collect online offers from suppliers for specific proposals, or enter offers on vendors' behalf using AI.
Follow up with vendors through the built-in email system and RFIs.
Track the status of every item, bidder submittal, offer, and selected item.
Adjust records to reflect current costs by project currency.
Evaluate offers online, compare submissions, and select the best option for your proposal.
Set sale price margins and discounts.
Quickly prepare detailed technical offers, complete with table of contents, catalogues, and specifications.
Prepare and save financial offers by version.
Track project status by item and rapidly transfer awarded items into execution.
Generate a wide range of reports, including profit and loss.