Project Factory Pro · Product guide
Quotes — scope, versions and agreed terms
How client quotations and resource quotes relate to project scope, approval and booking.
Build the commercial foundation
Quote Creator organizes scope, sections, rates and terms into the client quotation. Quote Tracker keeps quotation versions and their progress together, so the team can distinguish a draft, a sent version and the version that wins the work.
The client’s selling price and a supplier or freelancer’s buying rate serve different purposes. They belong to the project’s commercial record without exposing the company’s private pricing to every participant.
From a resource quote to a commitment
A resource can respond to the work offered through the supported Network journey. When the project manager accepts a submitted quote, the agreed rate and negotiation record belong to that allocation.
Accepting commercial terms does not itself confirm a booking or issue an LPO. Those actions have their own prerequisites. The project record should clearly show which of these events has actually happened.