Project Estimating and Quoting Software for Agencies

Estimate with confidence

Use reliable past project data to estimate jobs accurately.

In Synergist, your estimate and quote can be different. Your estimate is your internal time and cost, and your quote is what you charge your client. This helps you accurately plan the amount of time/resource you need, regardless of how much you ultimately charge.
Break down complex jobs into phases such as stages of a job - scoping, design, development - or deliverables, so you can estimate and track your time, costs and profit against each phase
Estimate the number of hours or days by role and see the estimated cost, recommended charge (based on standard or client-specific rates) and expected profit margin
Add purchase estimates and manage supplier tenders
Add percentage weightings/probability of opportunities going ahead to help with forecasting. Automated task reminders help you keep on top of your agency's pipeline

Agency guides

How to improve your agency estimating and job costing

Create professional client-facing quotes

Synergist helps make sure you’re sending polished and profitable quotes.

See an instant profit estimate when you generate a quote to make sure your target profit margins will be met
Build branded, client-facing quotes from estimates, fixed fees or value-based pricing
Use client-specific rates cards, mark-ups, discounts and invoicing terms and work with multiple currencies
Create simple or detailed quotes and add descriptions, comments, purchase/expense costs and options
Quote different types of jobs including multi-option quotes, retainers, recurring work, multi-phase projects and managed sales orders
See client investment - how much you've over or under-recovered across all their jobs, making sure each client meets your profit targets
Set up workflows to make sure quotes are approved internally before sending.
Email a PDF straight to your client, mark a quote as accepted and save quote revisions for highly accurate billing

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Track estimated, quoted and actual time

An at-a-glance traffic light system quickly highlights if you’re going over budget.

The resource schedule shows you the estimated vs remaining time on each job, so you can keep bookings within budget
See the financial health of your projects and phases on the job performance dashboards
Track quoted, invoiced, or recognised values vs actual time and costs - with a live view of percentage completion, potential overrun and profit
Receive email alerts to flag potential issues — for example, a job reaching a certain percentage of its budget
Raise POs against a job using purchase management, and control mark-up rates and approvals
Analyse estimates vs actuals to inform future project costings

It’s challenged us to review how we’re costing projects and quoting clients, as we now have the data to support this. And we can be strategically smart.

Justina Jackūnė Senior Operations Manager at The Think Tank

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Improve your agency's forecasting and reporting

Keep track of all your jobs and opportunities in one system for complete visibility of revenue and capacity.

See your client and prospect pipeline based on percentage probability and see how winning new work would impact your resources
Forecast actual revenue and profit vs planned billings and targets
Track account handler financial performance against targets
See where you have hours to be sold, so you can look to fill gaps, or identify resourcing issues
Create accurate financial reports and management insights at the click of a button. You can even automatically schedule and email them to the right people

See more on agency management dashboards and reports