Finalizing the Quote
Once you’ve perfected your quote, the transition to project initiation is merely a click away. After finalising the quote or selecting the most current revision, simply choose the ‘Convert to Project’ option. It’s designed to move your project from estimation to execution effortlessly.
Setting the Project Parameters
Transforming a quote into a project is a streamlined process. When the ‘Convert to Project’ dialogue appears, you can tailor your project’s parameters: appoint a project manager, set the authorizer for budget overruns, determine the start and end dates, and select the project type to fit your specific needs.
Creating the Project
With the conversion confirmed, each item from your quote is meticulously transferred as a distinct line in the project, ensuring granular management and oversight. This creates a structured and detailed project outline, ready for the next steps in project management and execution.
Integration with Accounting Software
Our seamless process doesn’t just create a project within the Tibr platform; it also establishes a corresponding project or works order in your accounting software if required. This integration ensures continuity and consistency across your financial management systems, streamlining the workflow from quote to financial recording
Ready to learn more?
Get in touch with us today to find out how Tibr can save you thousands of pounds on your quoting and end to end processes every single year.