HubSpot Quoting

Great choice if you need:

• Task Management Manage all your project task in one overview

• • • Project Planning Plan your project with Gantt Charts, Kanban Boards and task management.
      
      • Client Portal Standard Use our shareable link to give project info with unnamed guest accounts.

• • • • Project Budgeting & Contracts Manage your budget with Fixed Fee, Expenses, Time & Material and Retainer contracts.
        • Time Tracking & Expense Tracking Track your time via your Calendar integration, plugins, mobile phone or via our timesheet.
          
          • • Invoicing BasicAutomate your invoicing with standard invoice lay-outs.
            • Standard DashboardsGet direct insight in the progress of your project.
            • Fast Track Basic 2 online one-on-one Fast Track session with customer success agent.

All features of Essentials, plus:

• Task Management by Resource, Week and Project Manage all tasks from your resources and get an overview by resource, week and project.

• Client Portal Advanced Use named guest accounts with financial access and task edit access to share your project with external users.
• Extended Company Structure Extend your company structure with 3 additional business units.
• Project Manager Approval Project Managers can approve, modify or reject time entries.
• Quotes and SOW with Digital Signing Create detailed quotes and statement of works that you can share to sign digitally.
• Calculate Project Workload Oversee planned versus used hours.
• Basic scheduler It allows you to methodically organize events for your resource's day and list intended times where events take place.
• Manage AbsenceRegister a known absence, holiday or public holiday for your resources.
• Priority Support QueueGet priority support in the Chat.
• Fast Track Advanced3 online Fast Track onboarding sessions to get you started one-on-one.

All features of Professional, plus:

• Multi-Company Seperate projects and financials of multiple organizations.

• Multi-Currency Use multi-currencies for quoting, contracts, time and expense tracking and invoicing.
• Advanced Company Structure Extend your company structure with adding unlimited business units.
• Team Lead ApprovalTeam Leads can approve, modify or reject all time entries.

• Invoicing AdvancedAutomate your invoicing and use custom invoice lay-outs for every business unit.

• Resource PlanningPlan and schedule your resources.

• Resource Capacity OverviewDisplay each available resource's totals and zoom into a resource to see which projects they are planned for, the hours planned and the used hours.

• Advanced Scheduler It allows you to methodically organize events for your resource's day and list intended times where events take place.
• Smart Planning* Optimize your resource capacity with self-driving scheduling - *Available soon.

• Data Warehouse AccessCreate your own dashboards & reports via access to your data warehouse.
• Advanced Dashboards*Create your own dashboards and select your widget from our library - *Available soon.

• Health CheckUpon request, we perform a health check to optimize adoption. Limited to 2 sessions yearly.