/Work Requests
Quotes, SOWs, and proposals you can actually track.
The unit a deal lives on. Pick the type, set the value, draft the scope, attach the documents, then send to your client with a single link and watch the conversation land in one place.
What this replaces.
“Which version did we land on?”
Whichever PDF was attached to the last email.
“When did they actually agree to that change?”
Somewhere between Tuesday's call and Thursday's email.
“Who owns this one internally?”
Whoever picks up the next reply.
“What stage is this at right now?”
Best guess from the subject line.
Work Requests, end to end.
Pick the type
Quote, SOW, brief, RFQ, RFI, RFT, or your own type. Each type has its own stages so a quote doesn't pretend to be a programme.
Set scope, value, dates
Customer name, budget, target dates, owner, key contact, the essentials of a deal, captured once.
Attach documents with access control
Mark which documents the client sees and which stay internal. Versions tracked automatically. Old versions never lost.
Send via the Client Portal
One link, no client sign-up. They view, ask, approve, or request changes.
Move through stages
Each work type has its own stage flow. Expected dates set the plan, actual dates record reality.
Award and close out
Capture the accepted quote, the PO number, the sponsor, the billing contact. The deal becomes a searchable record.
The full capability list.
- Customisable work types per organisation
- Custom stage flows per work type
- Expected vs actual date tracking on every stage
- Budget and value capture
- Owner and key contact assignment
- Document attachment with vendor/client access control
- Direct invitation or private marketplace publishing
- Per-vendor invitation, response, and review statuses
- Optional link to a parent agreement
- Optional link to a programme
- Soft-delete with full restoration
- Audit log on every change