Quick Start

Create your account

1. Navigate to app.servantium.com and sign up with your work email.

2. Set up your organization. Enter your company name, industry, and team size. This helps Servantium tailor the experience.

3. Invite your team. Add colleagues who will be building engagements, creating quotes, or managing delivery.

Create your first engagement

1. Click Create Engagement in the top bar.

2. Enter the client name and engagement title (e.g., “Acme Corp — CRM Implementation”).

3. Add basic details: expected timeline, engagement type, and any notes from your initial conversations.

4. Navigate to the Quotes tab to start building your pricing.

Tip

Start with your most common engagement type. Once you’ve built one end-to-end, you’ll have a template for future work.

Build a quote

In the Quotes tab of your engagement:

1. Click Add Group to create a pricing section (e.g., “Discovery & Requirements”).

2. Add line items within each group — resources (people), materials, or fixed fees.

3. Set quantities, costs, and markup for each item. Servantium calculates totals automatically.

4. Review the estimate total bar at the bottom for a summary of cost, markup, and total.

Generate a proposal

Once your quote is complete:

1. Navigate to the Documents tab.

2. Click Generate SOW to create a Statement of Work from your scoped engagement.

3. Review the generated document — it pulls scope, pricing, and deliverables directly from your quote.

4. Export as PDF or share a link with your client.

Note

Proposals are living documents. When you update your quote, regenerating the SOW reflects the latest scope and pricing automatically.

What’s next?

• Key Concepts — Understand the engagement lifecycle and how Servantium’s pieces fit together.
• Quotes & Pricing — Deep dive into building accurate, margin-aware quotes.
• Resource Planning — Assign people and track capacity across engagements.