Table of Contents
Interactive Demo: Adding a New Quote
What is BigTime Quotes?
BigTime Quotes is BigTime’s new quoting solution, built specifically for service organizations. Unlike traditional CPQ tools designed for product-based sales, BigTime Quotes is tailor-made to handle the complexities of selling time, talent, and service engagements. It brings the entire quoting process from project scoping to client approval into a single, automated workflow that lives inside the BigTime platform.
Why It Matters
For most services firms, preparing a quote isn’t quick—it involves spreadsheets, disconnected documents, and long back-and-forth cycles with clients. That means missed handoffs, version control issues, and costly delays.
This level of automation and standardization saves time and positions your business to scale. BigTime Quotes allows you to handle growing demand with fewer bottlenecks, clearer processes, and more consistent delivery.
With BigTime Quotes, you can:
- Eliminate spreadsheet chaos by bringing your quoting process into BigTime
- Build quotes using pre-configured templates and service offerings
- Generate professional SOWs and proposals in minutes—not days
- Instantly convert approved quotes into active projects, eliminating duplicate entry of key data like dates, tasks, budgets, and rates..
What You Can Expect
Once activated, you’ll gain access to a new “Quotes” section in your BigTime navigation. From there, users can:
- Create new quotes from scratch or use admin-built templates
- Add staff roles and rates using your BigTime data to build your Quote
- Choose a billing model (Time & Materials, Fixed Fee, Item-Based, or custom)
- Generate proposal documents ready for client review
- Track quote statuses from Draft to Approved to Accepted
Create a fully scoped project in BigTime IQ directly from your Quote, including tasks, budgets, dates, and rates—no manual setup needed.
Key Features & Benefits
🔹 Streamlined Workflow: Go from quote to project without data duplication or rework.
🔹 Template-Based Efficiency: Use consistent templates for services, pricing, and document output—saving time and reducing errors.
🔹 Flexible Customization: Modify rates, fee types, and task details to suit each client engagement.
🔹 Professional Output: Auto-generate branded documents and statements of work (SOWs) right inside BigTime.
🔹 Built-In Approvals & History: Manage quote statuses (under review, approve/reject, recall, accepted) and view a full version history for audit trails.
🔹 Seamless Project Creation: Once a quote is approved or ready to become an active project, everything transfers to BigTime IQ with a click of a button.
Interactive Demo: Adding a New Quote
Get a hands-on look at how easy it is to build and manage quotes in BigTime. This interactive demo will walk you through the key steps - starting a new quote from a template, adding staff roles and rates, selecting a billing model, and generating a polished proposal.
Click Get Started to navigate through each feature at your own pace. You can restart or revisit specific steps at any time.
For more information or to get started with BigTime Quotes, reach out to your account manager or contact support@bigtime.net.