Module Integration in ERP: CRM + Estimation / BOQ

Yes. The system supports multiple estimating approaches, including unit rate pricing from standard BOQ templates, resource-based builds, and supplier quote comparison. The method can vary by project type or client requirement.

Scope changes are tracked as revisions to the original estimate within the same opportunity record. Each version is retained, so there is always a clear record of what changed, when, and why. The version submitted for the contract becomes the project baseline.

Quotations can be prepared in the client's required currency, even if estimations are done in the local accounting currency.

Yes. Standard rates, materials, and labour costs can be maintained centrally and drawn on when preparing new estimates. This improves consistency and speed, and makes it easier to update rates when market prices change.

The commercial terms set at the Quotation and the Contract — currency. VAT treatment, contract value, advance claims, payment milestones, retention — flow through to the contract and into accounting. This ensures that VAT is applied correctly from the point of sale and that there is no disconnect between what was agreed with the client and what is reported to the tax authority.

Yes. Each estimate is linked to the responsible user in the system. Accuracy metrics — comparing estimated versus budget versus actual costs on projects — can be tracked at the individual level, supporting performance reviews and continuous improvement in estimating quality.