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Quotes & Pricing

Building a quote

Section titled “Building a quote”

Navigate to the Quotes tab within any engagement to start pricing.

Adding groups

Section titled “Adding groups”

Groups organize your quote into logical sections. Common patterns:

  • By phase: Discovery, Implementation, Training & Rollout
  • By workstream: Technical, Change Management, Project Management
  • By deliverable: Platform Setup, Data Migration, Custom Development
  1. Click Add Group in the quote toolbar.
  2. Name the group (e.g., “Discovery & Requirements”).
  3. Add line items within the group.

Line item types

Section titled “Line item types”
TypeDescriptionExample
ResourceA person/role with hours, rate, and markup”Lead Consultant — 40 hours @ $250”
MaterialA tangible cost (licenses, hardware, etc.)”Training Materials — $3,500”
Fixed FeeA flat amount not tied to hours”Project Management Fee — $10,000”

Markup and margin

Section titled “Markup and margin”

Each line item and group can have its own markup percentage. Servantium calculates:

  • Cost — Your actual cost (hours × rate, or material cost)
  • Markup — Applied percentage on top of cost
  • Total — What the client pays

The estimate total bar at the bottom shows aggregate cost, average markup, and total estimate across all groups.

Quote templates

Section titled “Quote templates”

For recurring engagement types, save a quote as a template. Templates encode:

  • Standard group structure
  • Default line items and roles
  • Typical quantities and rates
  • Target markup percentages

When you create a new engagement from a template, the quote pre-populates — you adjust rather than build from scratch.

What’s next?

Section titled “What’s next?”