
Finance Systems

Quotation Management Software
Overview
The Tabs CMMS & CAFM Quotation Management Software module provides a complete solution for creating, managing and tracking quotations within your facilities management operation. The module enables facilities managers and service providers to generate professional quotations for maintenance works, projects and other services.
Quotations can be linked directly to reactive maintenance jobs, projects and other modules, ensuring that all cost information flows seamlessly through the system. The module supports a fully configurable pricing structure, including schedules of rates and labour costs.
Clients and approvers can review and approve quotations via the Web console, with automated email notifications keeping all parties informed throughout the quotation lifecycle.
Full reporting is available across all quotation activity, providing managers with the visibility they need to track quotation conversion rates, manage margins and monitor financial performance.
Who uses it
Service providers and contractors who need to generate and manage quotations for maintenance works and other services will benefit from the Quotation Management module.
Facilities managers who manage internal recharging or cost recovery processes will find the Quotation module a valuable tool for formalising and tracking cost approvals.
Finance teams who need visibility over quoted and approved costs within the facilities management operation will benefit from the reporting capabilities of the Quotation Management module.
Key features
- Professional Quotation Generation
- Link Quotations to Jobs & Projects
- Configurable Pricing & Schedules of Rates
- Client & Approver Review Workflow
- Automated Email Notifications
- Quotation Status Tracking
- Quotation Conversion Reporting
- Margin & Profitability Analysis
- Document Attachment
- Integration with Purchase Ordering & Invoice Modules
See Quotation Management Software in action
Book a demo and we'll show you how this module fits into your estate.
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