An easier way to sell quickly, scope accurately, and drive cash flow is on the way.
Meet BigTime Quotes—a new solution that will transform the way you create proposals and scope work, built directly into BigTime Delivery. With BigTime Quotes, you’ll be able to build accurate proposals in minutes, protect margins, and kick off projects with a clear view of what delivering will actually take. We’re thrilled to see our customers save time, reduce costs, and get one connected workflow from quote to cash.
For years, firms have struggled with quoting. Numbers buried in spreadsheets, scope details copy and pasted across Word docs, and endless version control issues that slow deals down and create costly mistakes. What seems like a simple administrative task ends up wasting hours and leaving sales and delivery teams out of sync.
That’s about to change. BigTime Quotes will soon give your team a faster, more reliable way to sell and deliver projects, fully connected to the platform you already trust to manage delivery.
Quoting should be fast, accurate, and connected to the rest of your business, not a source of frustration or lost profit. Let’s take a closer look at the hidden costs of manual quoting processes and how BigTime Quotes will help your team succeed.
The Problem with Spreadsheets and Word Docs
Spreadsheets and Word docs were never built to run the sales process for a growing services firm. Maybe they worked fine when your firm was still small, but as soon as deal volume increases or projects get more complex, the cracks start to show:
- Slow turnaround: How many times have you had to pause momentum with a prospect while someone copied, pasted, and re-calculated pricing in a spreadsheet? Deals stall, and clients lose interest.
- Inaccuracy: One wrong formula or version mix-up can throw off an entire proposal. Suddenly you’re walking into client calls with numbers you can’t trust.
- Inconsistency: Every rep has their own style for building proposals, which makes forecasting harder and creates headaches for delivery teams who have to make sense of it all.
- Margin risk: Without built-in guardrails, it’s too easy for discounts to slip through or scope to creep—eroding profitability before the project even starts.
These aren’t just minor annoyances. They’re the start of ripple effects that slow down revenue, cut into margins, and frustrate both your team and your clients.

The Case for an Integrated Quoting Solution
Quoting isn’t just about getting a signed deal. It’s the foundation for everything that comes after, from assigning work to billing clients. If the quote is off, project plans fall apart, delivery teams scramble, and clients end up frustrated. That’s why quoting doesn’t belong in spreadsheets or disconnected tools—it belongs in the same system you use to manage projects, resources, and billing.
Think about what happens when quoting and delivery actually live in the same platform:
- Speed: No more waiting days for numbers to get double-checked. You can build and approve quotes in minutes and keep momentum with clients.
- Accuracy: What you promise is exactly what gets delivered, eliminating rework and client frustration.
- Control: Templates, rate cards, and built-in approvals give sales the flexibility they need to pivot in critical conversations without putting margins at risk.
- Visibility: Sales, delivery, and finance all pull from the same data, so everyone is aligned before the project even starts.
With integrated quotes, your team can drive faster sales cycles, healthier margins, smoother client experiences. Those are some of the results you can expect to see from BigTime Quotes.
Introducing BigTime Quotes
During our survey earlier this year, many of you let us know that you’re still struggling to find the best-fit quoting platform. Spreadsheets are too manual. Word docs make it almost impossible to track version histories. Legacy CPQ systems are too heavy. It’s no wonder quoting has been so frustrating for so long.
We created BigTime Quotes because services firms needed something better: a quoting solution that’s fast, accurate, and directly connected to project delivery. From the first proposal to the final invoice, everything lives in one place.
Because it’s designed specifically for services firms, it supports the way you actually scope, price, and bill for work. Lightweight, easy to adopt, and ready to go in days—not months—BigTime Quotes makes it simple for your team to start creating delivery-ready quotes right away.

How BigTime Quotes Works: Features That Make Your Job Easier
Every feature in BigTime Quotes is built to solve the frustrations firms feel when relying on spreadsheets, Word docs, and disconnected systems.
- Quote Builder Wizard: Eliminate the stressful scramble of pulling together scope details. The wizard guides you through clients, roles, hours, and tasks so every proposal is complete and accurate.
- Templates and Service Catalogs: Put an end to inconsistent proposals. With reusable templates and catalogs, standardize what your team sells and make delivery handoffs clear.
- Rate Card Management: No more broken formulas or manual calculations. Rates are applied consistently and accurately, with flexibility when it matters.
- Flexible Billing Models: Build quotes that fit your business. Whether you need time and materials, fixed fee, retainers, or milestones, the system supports it.
- Automatic Project Creation: Approved quotes instantly become live projects in BigTime Delivery with tasks, budgets, and billing already set, so you never have to enter data twice.
- Approvals and Guardrails: Prevent hidden discounts or scope creep. Built-in checks protect profitability while giving sales teams room to adapt.
- Shared Client List: Keep everyone aligned. Sales, delivery, and finance work from the same client data, cutting down on miscommunication and delays.
The Business Impact of BigTime Quotes
Firms using BigTime Quotes are already seeing measurable results:
- Proposals that once took hours now take just minutes.
- Sales cycles move faster and revenue lands sooner.
- Standardized pricing and built-in approvals prevent underquoting, helping firms protect margins and avoid profit leakage.
- Delivery teams start projects with accurate scopes and budgets, eliminating rework and keeping projects on track from day one.
- At the leadership level, firms gain real visibility into pipeline, pricing, and profitability—insights that make forecasting more reliable and strategic decisions easier.
BigTime Quotes kicks off fully integrated project workflows that drive revenue growth, protect margins, and boost client satisfaction. With powerful, interconnected solutions in their toolkits, leaders are strengthening the entire services lifecycle, from the very first quote.
One Platform, Quote to Cash
BigTime Quotes completes the BigTime platform, giving you one connected flow from quote to cash. With quotes, projects, resources, and billing all in one place, your firm gets the control and visibility needed to scale with confidence.
No more juggling tools. No more duplicate entries. No more errors slipping through. Just one system helping you sell and deliver smarter.
BigTime Quotes will transform your quoting process
Quoting may feel like just one step in the sales process, but it’s one of the biggest levers for growth and profitability. Manual tools create hidden costs, and legacy CPQ adds unnecessary complexity. BigTime Quotes gives you a better option: a fast, accurate, and integrated way to sell and deliver projects with confidence.
Ready to see what BigTime Quotes can do for you?
