Quotes and bills of quantities, from first offer to signed project
Build a finishing quote line by line with quantities, prices and specs, send it as a link or PDF on WhatsApp, track its status, and turn it into a project when the client says yes.
The short answer
In Myzan you build the quote (bill of quantities) line by line: description, unit, quantity, price and a details box for materials and what’s included. You share it as a link or PDF on WhatsApp and track its status — draft, sent, won, lost — and when the client accepts, you convert it into a project.
What it does
- Lines with quantity, unit and price, plus a details box under each line for specs.
- A public quote link, WhatsApp sharing and a printable PDF.
- Clear statuses — draft, sent, won, lost, converted — with a lost reason.
- Convert a won quote into a project.
- Win-rate reporting with the value of won and lost quotes.
Quantities without prices
A design engineer can enter lines and quantities without seeing any prices and mark the sheet “ready for pricing”; the owner or accountant then prices and sends it.
Quotes are available from the Engineer plan up.
Related
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