From Quote to Project in Minutes

Answer: QuoteBuilder is a Configure, Price, Quote (CPQ) solution designed specifically for professional services organizations using SuiteProjects Pro. It transforms your service catalog into reusable quote templates, automates pricing calculations, generates professional proposals, and creates projects automatically when quotes are approved.

Answer: Generic CPQ tools are built for product companies and don't understand professional services concepts like roles, phases, resource allocation, or time-based pricing. QuoteBuilder speaks your language – it knows what utilization rates, billing rules, and work breakdown structures are. Plus, it's the only CPQ with native SuiteProjects Pro integration.

Answer: No. QuoteBuilder works with your existing SuiteProjects Pro configuration. It reads your current rate cards, resource roles, and project templates. We enhance what you have, not replace it.

Answer: 3-4 weeks for most organizations. Week 1 is configuration and template setup. Week 2 is training and refinement. Week 3 you're live. Compare that to 6-12 months for enterprise CPQ solutions.

Answer: Everything you need to go live: initial configuration, template creation for your top 5-10 services, rate card integration, approval workflow setup, proposal template customization, team training (up to 10 users), and 30 days of post-launch support.

Answer: Yes. Fixed fee, time & materials, retainers, phased projects, milestone billing – QuoteBuilder handles them all. You can lock margins, rates, or costs. Run what-if scenarios. Apply discounts. Even blend multiple pricing models in one quote.

Answer: When a quote is approved, QuoteBuilder automatically creates the project in SuiteProjects Pro with all tasks, phases, resource assignments, budgets, and billing rules. No re-keying. No errors. Your team can start work immediately.

Answer: We'll convert your best quotes into QuoteBuilder templates during implementation. Your proposal formats become document templates. Keep what works, improve what doesn't.

Answer: Absolutely. QuoteBuilder supports multi-level approval workflows. Set thresholds by deal size, discount percentage, or margin. Route automatically to the right approvers. Track everything.

Answer: QuoteBuilder is built specifically for SuiteProjects Pro (formerly OpenAir), which is part of the NetSuite ecosystem. If you're using the full NetSuite suite with SuiteProjects Pro, you get even more integration benefits.

Answer: QuoteBuilder pulls real-time resource availability from SuiteProjects Pro. See who's available when. Plan projects months in advance. Soft-book resources in quotes, then confirm when approved.

Answer: Yes. Implementation includes training for up to 10 users, recorded training sessions for future team members, admin documentation, and quick reference guides. Plus 30 days of post-launch support.

Answer: Pricing depends on your number of users and implementation needs. Most clients see ROI within 60 days through faster sales cycles and improved margins. Contact us for a personalized quote – created with QuoteBuilder, of course!

Answer: We offer personalized demos where we'll build a quote using your actual services and pricing. You'll see exactly how QuoteBuilder will work for your business. Some clients also start with a pilot program for one team.

Answer: QuoteBuilder inherits all of SuiteProjects Pro's enterprise security features. Your data stays in your NetSuite environment. We support SSO, role-based access, audit trails, and comply with SOC 2 Type II standards.

Answer: If your CRM integrates with SuiteProjects Pro, QuoteBuilder can leverage that connection.

Answer: QuoteBuilder supports all currencies configured in your SuiteProjects Pro instance. Set exchange rates, quote in client currency, and report in your base currency. Perfect for global services firms.

Answer: We will publish updates as needed aligned to SuiteProjects Pro Spring and Fall releases.