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.
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.
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...
