QUOTING & COSTING WORK

Foundations for financial accuracy

Say goodbye to questionable quotes, rigid rates, and currency chaos

  • Start projects and budgets on the right foot

  • Nail all the “under the hood” financial details

  • Drive clarity, control, and lasting profitability

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“The data that’s available in Teamwork.com allows us to make adjustments to how we structure our billing and how we structure our contracts.”
— Kara Pitre
Director of Operations, ThreeSixtyEight

From first estimate to final invoice, set every project to win

Align on expectations

Create quotes to bring clarity to the work, minimize surprises downstream, and ensure profitability.

  • See costs and profits live to protect your bottom line

  • Apply custom discounts or tax amounts

  • Specify line items as tasks, expenses, or allocations

Convert accepted quote

Convert your quote to a tentative or confirmed project for a efficient flow from proposed work to active delivery.

  • Seamlessly map over all quote details into the project

  • Adjust details as see fit for utmost flexibility

  • No double entry, manual project setup, or lost context

User rates you can celebrate

All the rate flexibility you need to ensure accurate invoicing and profitability.

  • Cost and billable rates for every team member

  • Choose role, project, or client-based billable rates

  • Change rates retroactively for ultimate control

Think globally, bill locally

Match the currency of your workforce and clients, no matter where in the world they are with Multi-currency.

  • Manage budgets and rates across regions

  • Automatic currency conversion, accurate financials

  • No more delayed reconciliation in a spreadsheet