About this webinar:
Many professional services firms still build quotes and SOWs in Word/Excel, chase approvals in email, then re-type everything into a project tool—only to discover scope gaps and margin issues after kickoff. In this practical session, we show a delivery-first quoting motion: generate accurate quotes and on-brand SOWs in minutes, apply simple pricing guardrails, and—once approved—convert the quote directly into a live, delivery-ready project with tasks, budgets, and billing already set. We keep the tooling light (brief illustration only) and focus on a method you can apply immediately.
Watch to discover:
- How to cut quote/SOW turnaround from days to minutes using standardized packages, rate cards, and templates—without losing flexibility.
- How to protect margin at the quote with lightweight approvals and auditability, stopping scope/price drift before delivery begins.
- How to eliminate re-typing and handoff errors by turning approved quotes into live projects—so resourcing and forecasting can start the same day.
- A simple KPI loop (quote cycle time, quote accuracy, won→live lag, write-downs avoided) that proves impact and keeps the process improving.
If you’re ready to replace spreadsheet-driven quoting with a connected quote → kickoff workflow that’s faster, cleaner, and easier to trust, this session will show you how.
