Set up guide: Quoting and Proposals
Learn how to configure and manage quoting and proposals in Abtrac. This guide covers proposal job setup, document templates, tracking follow-ups, reporting tools, and converting proposals into live projects.
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Proposal Jobs
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Administration Settings for Proposals
Learn how to configure system defaults for proposal jobs including setting unique numbers for proposal jobs, prompts when creating new jobs/tenders in Abtrac, tracking a quotes liklihood of acceptance, adn requiring follow ups to proposal jobs. -
Managing Proposal Jobs
In Abtrac potential jobs that you’re quoting on (proposals) can be created separately from confirmed projects (billable jobs). By adding... -
Create a proposal template (Word template job document)
In Abtrac you can create your own proposal templates, quotes, or tender documents using Microsoft Word – with placeholders that... -
Sending Quotes, Fee Estimates and Engagement Letters from Abtrac
Send quotes, fee estimates, and engagement letters directly from Abtrac. This article explains how to generate proposal documents using job templates, with options to preview, edit, and email them. Documents can be emailed directly from Abtrac to your clients using preset templates and contact details.