Brief & Estimate Management

Brief & Estimate Management allows you to track and manage your incoming service requests and the costs and time required to complete them.

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Easily create briefs and estimates

Create briefs and estimates, share with external stakeholders and automate project creation after briefs and estimates have been approved.

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Fast track your brief process

Gaining an accurate overview of any request for services can be a challenge and can lead to delays in initiating projects.

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Quickly calculate cost of work

Easily review the request with internal stakeholders to understand the work, time and effort required to deliver projects. Define the cost associated with individual services within rate cards and add service items or time and material based costing to estimates based on work required

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Easily align on the work required

Ensure you have a shared understanding of the work required is important before you commit your workforce. Generate branded estimate PDF and submit them for approval to external stakeholders and automate the creation of projects and tasks on approval.

Brief & Estimate Management is a part of the following solutions:

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Work Management

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Why you need Brief & Estimate Management in your platform

1. Increased efficiency

We manage your briefs and estimates, leading to reduced effort and errors, leading to faster and more efficient handling of requests

2. Improved visibility

We create a centralized view of all your briefs and estimates making it easier to track progress and prioritize work.

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