Service Quote Cost & Pricing Planner

Build a service quotation from a defensible delivery cost estimate. This application is designed to organise work packages, resource costs and risk allowances so alternative proposal versions can be compared before a price is agreed.

Best suited to

Service businesses preparing cost-based customer quotations.

What you can manage

• Define the work packages included in the proposed service.
• Estimate the resources and costs needed for each package.
• Record risk allowances included in the commercial calculation.
• Apply the target margin entered for the proposal.
• Compare quote versions using their underlying assumptions.

A practical workflow

Break the proposed work into costed activities and review the resource assumptions. Add the justified allowances, examine the target margin and compare versions before selecting the quotation to present to the customer.

Why this workflow matters

Service profitability depends on the effort required to deliver the promise made to the client. Comparing fees with time, expenses and remaining work helps management review the economics of an engagement. Assumptions about utilisation, allocation and future delivery should remain visible when alternative commercial decisions are considered.

Working with your records

Use the agreed project or engagement scope and confirm that recorded activity belongs to the same review period. Check the treatment of changes, allocations and remaining commitments before relying on the result. Forecast costs and margins depend on supplied assumptions and should be revisited as delivery conditions or commercial terms change.

Licence

12-month software licence purchased with a one-time payment. The purchase covers the stated licence term and does not create an automatically renewing subscription.