In Wiplist, Estimates form part of project planning helping to clearly outline the internal and external resources required to complete a project. An estimate provides a structured way to present the details to the client, supports budget tracking and serves as the foundation to track project health via project analytics. The estimate can reflect time, value and other internal material or external costs.
1. Key Features
Wiplist makes it easy to create accurate estimated with features designed to streamline the process:
Quickly build estimates using templates, parts, and price lists,
Include internal and external costs for comprehensive budgeting,
Manage price tiers and apply discounts to suit client needs,
Set expiration dates for quotes, or include order number once approved,
Share a secure hyperlink for easy online review and approval,
Track estimate status to keep your team updated, and
Integrate estimate data with project tasks for cost tracking and project health monitoring via project analytics.
2. Benefits
Using estimates in Wiplist enhances your workflow by:
Save time and reduce errors with templates and price lists to standardise costs and improve internal efficiencies,
Tailor your estimate layout to provide clients with the data they need to see, from detailed cost breakdowns or grand totals,
Simplify and streamline the approval process with secure, shareable links.
Better project control by linking estimates to tasks and analytics, supporting effective project management and cost tracking.
Stronger financial oversight to monitor project health and control expenses from the start.