monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Calculate proposal cost lines from approved rates and stated quantities.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Check bid concessions against the client's latest accepted terms.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
Check whether your quote has the sign-off needed to send.
Your sender can see whether a quote has cleared internal review before it goes to a customer. Missing sign-off stays on the document for follow-up.
Attach the latest project scope to draft quotes for review.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Ask clients about pending estimates when the agreed date arrives.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.