Before jumping into project management, imagine this scenario: more and more companies are approaching you for quotes, meaning they want to know how much your services cost and potentially hire you. So, are you prepared to provide this information in an organized, standardized, and fast way?
If there's interest from a potential client or an opportunity to expand services for an existing one, it's crucial to streamline the quoting (and later the contracting) process to avoid missing out on business opportunities. Skills Workflow offers an integrated solution for this with a single tech platform.
Create detailed quotes and contracts with efficient processes
Firstly, the comprehensive project management platform simplifies the quoting process by allowing you to set specific rates for each task or deliverable required by a project and then automate the creation of a cost document. It combines solutions similar to a spreadsheet and a pricing sheet, while Skills also allows contracts to be created directly within the platform.
Image description: Agile contracts from a single platform
The advantage of managing both quotes and contracts in Skills Workflow is that the review processes can be done much more efficiently without compromising the accuracy of calculations or service terms. This is achieved by enabling the creation, approval, and signing of such documents within a single "space."
Afterward, to agree on the service terms, a contract will be required, which must go through the scrutiny of several stakeholders, including the client. By doing this within Skills, it’s possible to control what details each person can access, avoiding any risk of compromising confidential information.
Even if the core business is focused on creative services or consulting, users of Skills Workflow as a project management platform will have the necessary tools to efficiently handle essential tasks like contracts or quotes, correctly and in less time.
