How to Manage a Quote and Keep Costs Under Control

A quote is a preliminary offer prepared for a client who wants to evaluate a potential purchase. The actual costs, on the other hand, are an analysis of the budget at the end of a production session. It takes into account the actual costs of services, products, or materials that were not calculated in the initial quote.

With OpenSTAManager, it is possible to create activities linked to the quote by specifying the actual hours of work and any products or materials used. This connection allows for a comparison of the total costs and revenues of the activity against the initial quote.