Project Management

Let Quoteplan help you manage your end-to-end project so that you can focus on end deliverables.

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What Problem Are We Solving?

Quoteplan helps manufacturing and project-based companies overcome operational challenges by providing complete visibility and control over sales, projects, purchasing, and financial performance.

01

Real-Time Project Profitability

Most of the project compaies do not have visibility of real time P&L thus difficult to take corrective action while project is running.

02

Lead Conversion Tracking

Sales people do not have access to track lead conversion matrix thus impacting sales resource utilization.

03

Project & Cash Flow Management

Project managers do not have easy way to manage project schedule , delivery and customer invoices thus affecting project cashflow.

04

Purchasing & Material Planning

purchasing manager struggle to get parts before production schedule.

Software Features

Purchasing
Sales
Receive Inventory
Time/ Expense and Resource Tracking
Email
Design Integration
Multi-Location
Project P&L
Quality Control
Material management
Invoices
Capacity Planning

Sales

  • track sales funnel, set follow up reminder
  • access data on the go from mobile app - perfect for traveling PM

Time/ Expense and Resource Tracking

  • Track Your project, purchase orders, Inventory, and GRN with Quality Check, all at a single stop
  • Track Requisitions sent and replies as offers from vendors
Receive Inventory
Email

Design Integration

  • compare sales BOM vs Design BOM , integrate with your CAD tools like Autodesk, EPLAN or solidworks

Project P&L

  • Real time access for project P&L
  • track schedule of payment from customer
  • allow multi-user collaboration, track resource utilization and workload
Multi-Location
Quality Control

Material management

  • Let Quoteplan help you manage inventory so you focus on customer deliverables
  • Manage multiple inventory locations as per your need

Capacity Planning

  • Plan resources for every project
  • Visibility for project wise and userwise workload
  • Forecast manpower to manage project schedule
Invoices

Our testimonials

What Our Clients Say

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We really like QuotePlan integrated with inventory system. As a business owner I can have more visibility to my project P&L. We are really thankful to you for your quick, immediate & superfast support.

Director of operations

Sure Controls