Dashboard
Active proposal summary
Total Revenue
0 SAR
Cost: 0Lines: 0
Blended Margin
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Client
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No project set
Proposal Lines
Proposal Builder
Step-by-step quotation creation
1 Client
2 Services
3 Review
4 Preview
Client & Project Details
Appears in the PDF quotation header
Service Catalog
Click a service to add it to the proposal
Selected Services0
Review & Pricing
Adjust margins and override sell prices if needed
| # | Service | Category | Resource | Qty | Unit | Unit Cost | Travel | Total Cost | Margin% | Auto Price | Override | Final Price | Status |
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Service Categories
Group your services into categories
| Color | Icon | Name | Color Hex | Services |
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Services Catalog
Define the offerings you can add to proposals
| Category | Name | Description | Unit | Pricing Type | Fixed Cost |
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Resource Profiles
Engineers, consultants and their day/month rates
| Role | Level | Mode | Day Rate | Month Rate | Notes |
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Travel Profiles
Cost components per trip type
| Profile Name | Hotel/Night | Per Diem/Day | Transport/Day | Flight/Trip | Visa/Trip | Misc/Trip |
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Formula: Travel Cost = Trips × (Nights×Hotel + Days×PerDiem + Days×Transport + Flight + Visa + Misc)
Company Settings
Appears in PDF letterhead
Config & Terms
Default values for all new proposals