Every Project. One Dashboard.
Track projects from first enquiry to completed job. See your pipeline value, win rates, and quote statuses at a glance.
How It Works
Stay on top of every quote and project from one central dashboard.
Create Your Project
Every quote starts as a project. Add the job details, client information, and upload your documents all in one place.
Track Your Pipeline
See all your projects at a glance — from new enquiries to sent quotes, accepted jobs, and completed work. Know your pipeline value at any time.
Monitor Timelines
Track when quotes were sent, when they expire, and how long clients take to respond. Never miss a follow-up.
Measure Win Rates
Understand your quoting performance. See how many quotes convert to accepted jobs and identify trends over time.
Key Benefits
Pipeline at a Glance
See total pipeline value, number of active quotes, and job statuses on a single dashboard. Understand your workload and revenue forecast instantly.
Quote Status Tracking
Track each quote through its lifecycle: draft, sent, viewed, accepted, or declined. Know exactly where every opportunity stands.
Win Rate Analytics
Measure your quote-to-win ratio over time. Identify which types of jobs you win most often and where to focus your quoting effort.
Client History
See all projects and quotes for each client in one place. Build on previous work and maintain strong client relationships.
Timeline Tracking
Track project timelines from enquiry through to completion. See how long each stage takes and identify bottlenecks in your process.
Frequently Asked Questions
What information does the project dashboard show?
The dashboard gives you an overview of all your projects and quotes. You can see pipeline value, quote statuses, win rates, recent activity, and upcoming deadlines all in one place.
Can I filter projects by status or client?
Yes. You can filter your project list by status (draft, sent, accepted, declined, completed), by client, by date range, and by value. This helps you focus on what needs attention.
How does win rate tracking work?
Quotably tracks the outcome of every quote you send. Over time, it calculates your win rate — the percentage of sent quotes that are accepted. You can view this overall or filtered by trade, client, or time period.
Can I see all quotes for a specific client?
Yes. Each client has a profile showing all associated projects and quotes. This gives you a complete history of your work with that client, making it easy to reference previous jobs.
Does the dashboard show revenue forecasts?
The dashboard shows your current pipeline value — the total value of all outstanding quotes. Combined with your historical win rate, this gives you a useful revenue forecast for planning purposes.
Take control of your pipeline
Stop guessing where your jobs stand. See everything in one place.
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