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Is Your Manual Quoting Process Still Creating the Handoff You’re Trying to Eliminate?
Most engineering, architecture, and technical services firms still build estimates and SOWs in Word or Excel. Every update means another file, another email, another version.
And the moment Sales, Delivery, and Engineering teams fall out of sync, handoffs get longer, budgets slip, and project plans start to drift.
When proposals stall, timelines shift and clients lose confidence.
- ≈88% of spreadsheets contain errors—and those errors flow straight into estimates, scope definitions, project budgets, and billing.
- Sales and Delivery work from different versions, causing misalignment in level-of-effort assumptions, task breakdowns, billable rates, and job costing—leading to overruns, rework, and lost margin.
- Handoffs take days. PMs and engineering leads can’t build schedules, allocate resources, or validate effort until someone manually rebuilds the project structure in your PSA—delaying planning and pushing revenue recognition to the right.
Bottom line: manual quoting doesn’t just slow the process down.
It creates the very handoff every engineering firm later struggles to fix.
There’s a Better Way
BigTime Quotes removes the handoff entirely by putting estimating and quoting inside the same platform where engineering work is delivered.
Once a quote is approved, it becomes a live BigTime project—with tasks, roles, budgets, rates, and billing rules already in place, ready for scheduling and execution.
- No re-entry.
- No risk of misinterpreted scope.
- No rebuilding the project plan or re-validating estimates by hand.
Pricing guardrails, rate cards, approvals, and an audit trail ensure consistency across every estimate and protect margin before the project even begins.
In This Webinar, You’ll Learn How To:
- Eliminate the handoff by standardizing engineering services, estimate templates, and scope language that updates automatically.
- Shrink quote-to-kickoff by generating the SOW directly where PMO and Engineering teams plan and execute work—so scheduling and resource allocation can begin immediately.
- Protect margin by default with rate cards, approval workflows, discount controls, and an audit trail that prevents mis-scoped phases, underestimations, and write-downs.
- Measure the lift using four critical KPIs: quote cycle time, quote accuracy, won→live lag, and write-downs avoided.
- Roll out quickly using your existing estimating spreadsheets, cost models, and scope templates—starting with a one-offering pilot.
Who Can Benefit?
CFOs, COOs, Engineering Firm Principals, PMO Directors, Sales Leaders (CRO/VP Sales/RevOps), Engineering Delivery Leaders, and Finance/Ops teams at mid-sized engineering and technical services organizations.
If your team lives in spreadsheets, battles long SOW turnaround, or struggles with misalignment between project estimates and actual delivery—this session will show you exactly where that gap comes from and how to eliminate it.
Why you should watch?
- Speed wins: CPQ users see sales cycles shorten by ≈28%—fewer back-and-forth loops, faster approvals, faster signatures.
- Accuracy matters: eliminate spreadsheet errors before they leak into estimates, task plans, and billing.
- Delivery alignment: projects are created automatically from quotes—no re-keying, no misunderstandings, no handoff friction.
Grab the recording to see how BigTime Quotes turns quoting into a clean, connected path from “sell” to “start”— with no handoff in between.
