Standardize quoting and budgeting to secure profit
Estimate effort, cost, and margin upfront, while building out price proposals for the client. Convert the confirmed quote straight into the budget to track against.
Protect your margin
Predefine your products offer to standardize proposal creation. Make sure everyone prices the services in a similar way to generate consistent results and stay profitable.
Estimate with accuracy
Mirror your project plan while keeping the client-facing proposal compact. Use the estimation matrix to break down deliverables by roles and doers for detailed effort, cost, and price planning.
Save time
Generate quotes for standard service packages instantly with templates. Segment customers by importance or market and use different price lists to automate the sales process for each group.
Get your quotes confirmed
Personalize the look and feel of your PDF quotes. Share them with customers via a link for their approval or feedback in seconds.
Learn from the past
Analyze results across the project portfolio to know and improve your scoping accuracy. Know which services to promote, when to charge more, quote more hours, or cut costs.
Often combined with…
The Estimate app empowers your pricing and budgeting process, but it's even better connected. Combine it with our other core apps to set up approval flows, track actuals against estimates, and forecast costs in real time.
Combine with: Track
Make sure you're profitable
Compare estimated income, cost, and time with actual results at a service level or by roles. Act promptly to avoid overservicing and ensure you deliver projects on time and within budget.
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Combine with: Track
Forecast profit
Monitor how well you’re sticking to your cost budget. Predict your likely profit based on current cost burn and still-to-do work while the project is ongoing. Course correct proactively to ensure profitability.
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Combine with: Do Invoice Spend
Automate your workflows
Convert approved quotes into projects and tasks to automate the planning process. Use quotes to generate invoices and purchase orders in a few clicks.
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Combine with: Advanced Financials
Maintain control
Set up approval flows for high-value quotes. Review them internally to control costs and ensure the offer is competitive and profitable.
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Combine with: Advanced Financials
Operate in multiple currencies
Build quotes in your client's currency while your internal costs stay in your base currency, so it's easy to understand margin. Set up multi-currency rate cards and have every quote pull the right exchange rate automatically.
Get startedMeet ELI –
Scoro AI in action
Scoro AI comes to life through ELI – your smart companion, built into Scoro. Powered by AI and Scoro’s advanced data engine, ELI understands natural language, interprets complex business data, and helps you take action fast.
Explore Scoro AI
Why Scoro over point solutions?
Interlinked apps, not
a stitched-together stack
Point solutions cover one part of your workflow well, but they don't talk to each other. Every one you add means another integration to maintain or another export to reconcile by hand. Scoro works differently: start with the apps you need today, add more as you grow, and your data interlinks automatically. No re-platforming down the line.
Point solutions
Scattered stack of niche tools
Scoro
Scalable system with consolidated data
Connect your favorite tools
Have some other vital tools you wish to sync with Scoro? Integrate what you need and harness the power of consolidated data in Scoro.
Start a free trial
Tour the product and try Scoro for free for 14 days, no credit card required.
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The proof is in the results
It’s the most advanced quote-building process we saw. The way quotes then feed into a project is very powerful. It forces you to think about your project in detail from the quoting stage at the beginning right through to the end.
Lachlan Sellar, Head of Distributed Operations Collaborate GlobalProject profitability has increased by 33% with Scoro, thanks to real-time project profitability tracking.
Luis Perez, Head of FP&A DGA GroupWith Scoro, project profitability has increased by over 20%. We now have real-time visibility into budgets, utilization, and scope changes.
Meggan van Harten, Co-CEO Design de PlumeThe ability to provide real-time project status and time usage to clients helps avoid unrealistic expectations for project delivery. It enables a proactive approach to managing projects with scope creep. We can preempt overspending before it occurs.
Louise Munro, Senior Account Manager Yellow CherryWe can now be highly accurate on project profitability because of Scoro.
Colleen Kelley, President of Management Consulting Stratford GroupWe chose Scoro for its user focused design and versatility that make it easy to set up quotes, projects, and invoices, create tasks and plan team members’ work.
Stefanie van der Leegte, Managing Director NOSUCHScoro's highly customizable system perfectly matches our company's structure and gives a real-time overview of our work, sales and finances.
Bart de Wilde, Senior Account Manager Cross Media