EXCLUSIVE INSIGHTS

BOQ Estimating

BOQ Estimating is an advanced solution for creating quotes using recipes and items in Zoho CRM. Each recipe contains the goods/materials, services/labour, subcontractor fees and expenses, allowing you to easily update quantities and pricing to tailor customer estimates.

Using BOQ Estimating, you can manage RFQ's for supplier bids and create allowances for product selections. Manage inclusions and exclusions, use options, and adjust margins to get the correct price. Clone, modify, and compare estimates to give customers more choice. Group items and convert your BOQ into a stylish proposal using Zoho's mail merge with Zoho Sign. Watch the video and learn what you can really do with MAW Solutions in Zoho.

Features

  • Building estimates using recipes and items.
  • Drag-and-drop recipes into stages.
  • Create estimation comparisons.
  • Build multiple estimate numbers.
  • Link estimate variations.
  • Use estimate templates.
  • Import BOQ items to build and update estimates.
  • Clone estimates, recipes, and items.
  • Use options for inclusions and exclusions.
  • Group BOQ items in proposals.
  • Link items to RFQs / Bid Management.
  • Create allowances for product choices.
  • Use labour rate tables for pricing.
  • Overseas products are converted to local currency.
  • Filter and bulk update markups / margins.
  • Calculate and manage recurring items.
  • Plan payment forecasting.
  • Forecast project schedules.
Watch latest video