Features Features / Sales & clientsPipeline

From first opportunity to signed agreement.

Priced quotes and framework agreements (rammeaftale), ready to become real work.

T2026-8
Framework call-off — roof inspection round
Pending approval
Price sheetStandard rates
Probability60,00%
Estimated accept16-08-2026
Sum€350.000,00
Once won, it carries straight into an order — nothing re-entered.

Why it helps

Build a priced quote once — lines, phases, rates, VAT and index — route it for approval, and email it to the customer with a full send history. Framework agreements (rammeaftale) sit above it, grouping the call-off quotes under one master deal — the way tender-driven engineering and architecture work is actually structured.

Price it once; it carries all the way to the project.

How EngiiCore does it

  • Quotes with service and product lines, grouped into phases, on a copied price sheet with per-line pricing, VAT and index.
  • An approval workflow (submit → approve / reject) and email-to-customer with full send history.
  • Framework agreements (rammeaftale) group one or more child quotes and lock once children exist.
  • Win-probability and expected dates feed the capacity forecast.
  • A won quote carries straight into an order — nothing re-entered.

Good to know

Included from the Regular User licence up.

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