Project Tracking

Project tracking helps you organize quotes by job, tender, or opportunity. Link quotes to projects and see all your team’s quotes for the same deal in one place.

What is a Project?

A project represents a specific opportunity, job, or tender. Examples:

• “Johnson Warehouse HVAC Upgrade”
• “City Hall Electrical Retrofit”
• “ABC Manufacturing New Build”

Linking quotes to projects gives your team visibility into what’s been quoted for each opportunity.

Creating Projects

1. Go to Projects in the sidebar
2. Click New Project
3. Enter project details:
   • Name: A descriptive title
   • Customer: Who’s requesting quotes
   • Location: Where the work will happen (optional)
   • Due Date: When quotes are due
   • Notes: Any additional context
4. Click Save

Linking Quotes to Projects

When creating or editing a quote:

1. Look for the Project field
2. Search for an existing project or create a new one
3. The quote is now linked

You can also link from the project page:

1. Open a project
2. Click Link Quote
3. Select from your quotes

The Project Dashboard

When you open a project, you see:

Quote Summary

• All quotes linked to this project from your organization
• Status of each quote (draft, sent, accepted, etc.)
• Total value of your quotes

Team Visibility

See what your team has quoted for this opportunity:

• Which team members have created quotes
• The status and value of each quote
• Whether any quotes have been accepted

Note: Projects show your organization’s own quotes. Each team member can see all quotes linked to the project, giving everyone visibility into the deal.

Project Statuses

Status	Meaning
Open	Actively bidding
Won	Your quote was accepted
Lost	Did not win the deal
Cancelled	Project didn’t proceed

Tips for Project Success

• Create projects early - Even before you start quoting
• Use descriptive names - Include customer and location
• Link all related quotes - Revisions and alternatives
• Update status promptly - Keep your pipeline accurate