Create a quote the way you would plan your project using a Gantt-chart interface. Then connect your quote to the delivery cycle, ensuring you're positioned to deliver the proposed project on time and on budget.
Provide more detailed descriptions, add image content to your quotes, and eliminate the guesswork in project quoting and planning.
Easily roll up line items, hide certain details (like rates and hours), hide material details (like quantity and rates) and set your quote expiration date. Giving you complete flexibility to design the look of your quote.
Publish your quote to the client portal, send it via email with a PDF attachment, or print it out and deliver it in person or via mail. Giving you the option to send your quote any way you prefer.
Immediately publish your quote to the client portal and get email notifications of every interaction your customer has with the quote, including comments, feedback and approvals. Streamline your quote-approval process and start collaborating with your clients.
Track everything that happens to your quote, from edits to views, status changes and more. With Accelo, you’ll get the insight you want into your proposal process so you can intelligently follow up and increase your win rates.
By setting milestones, budgets, durations and dependencies, you’ll save hours of project planning by instantly converting your quote into a project with just one click.