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FeaturesCost Estimates

Cost Estimates

The Cost Estimates module provides end-to-end pricing management.

Structure

Estimate
├── Header (client, project, dates, payment terms)
├── Line Items
│   ├── QC Review — Print (50 files × $15.00)
│   ├── QC Review — Digital (30 files × $10.00)
│   └── Rush Fee (1 × $200.00)
└── Total: $1,150.00

Views

  • Pipeline — Kanban-style board grouped by status
  • Action Items — Estimates requiring your attention
  • List — Full table view with filters

Estimate versioning

When changes are needed after approval, click Create New Version. Full version history is preserved for audit.

Integration with projects

Cost estimates are linked to QC projects. From any project, you can view all associated estimates and create new ones pre-filled with project details.

Export

  • PDF — Formatted for client presentation
  • CSV — For import into accounting software
Pre-QCAnalytics