Master your margins: Smarter quoting made easy
You’re about to create a quote. It needs to be accurate and convincing. With OutSmart’s Calculation Module, you can achieve this effortlessly. As you enter costs and sales prices, you instantly see how profitable your proposal is. You’ll know exactly where you stand, allowing you to confidently send a compelling quote to your client.
No more time-consuming calculations or uncertainties. This smart addition helps you avoid mistakes, save time, and optimize your margins. The result? Quotes that not only impress but also drive profitability.
*Please note that this feature is currently in beta and is still under development.
Explore the calculation-module of OutSmart
We have summarized the benefits of our calculation module for you:
All costs and sales prices clearly in one place. This makes it easy to create quotes faster and more accurately without wasting time.
No more manual calculations. The module instantly calculates your margins, so you always know your offer is profitable.
Gain control over your costs and sales prices. This enables you to make strategic decisions to maximize your profit while still offering attractive quotes.
From calculating costs to creating a quote: everything works seamlessly together in one system. This saves time and ensures a smooth process.
How does it work?
With OutSmart's Calculation Module, you work smarter and more profitably. Easily create calculations and gain immediate insight into your margins as you enter costs and sales prices. This way, you know exactly how profitable your offer is – no guesswork involved.
The module provides in-depth insights by calculating the difference between total purchase and sales prices, so you know exactly what a project really yields. Thanks to the seamless transition from calculation to quote, you can impress clients faster with clear and competitive proposals.
The flexible configuration fully adapts to your workflow, while the history and management tools allow you to easily find and manage previous calculations. Whether you want to optimize your margins, work more efficiently, or create better quotes – this module helps you get more out of your work.
How to activate the feature?
Ready to start with the Calculation Module? You can easily activate it via the modules page. Since this module works alongside the quotes module, it’s important to ensure that the quotes module is also activated.
Need help? You’ll find a detailed explanation in the video next to this text. For those who prefer to review a document, we’ve provided a handy guide that you can download here. This way, you can get started right away!
Frequently Asked Questions
What's the purpose of the calculation module?
It offers detailed settings for margins and the flexibility to make accurate and profitable calculations.
Where can I find the calculation overview?
Click on the "Calculations" tab in Quotes for an overview of calculations with margins and status.
How do I add sections and hours?
Organize projects by adding sections and entering hours with the correct hour types.
To add sections and hours, follow these steps:
- Navigate to your project dashboard.
- Click on the "Add Section" button to create a new section for your project.
- In each section, enter the hours worked by your team members.
- Select the appropriate hour type (e.g., regular hours, overtime, etc.) for each entry.
- Save your changes, and the hours will be categorized within the specified sections.
This helps to keep your project organized and ensures accurate tracking of hours.
Curious to try out if the Calculation feature is right for you?
Interested in OutSmart and want to experience the benefits in practice? Create a free trial account right away or sign up for a free group demo. In this demo, you'll get a tour of the platform and discover all its features.
