Quotes & Services CPQ

Stop losing money
to slow quotes and difficult handoffs

Win work faster with an interconnected platform that takes your projects from quote to cash—no manual errors or days of debate. Powerful enough for complex quotes, intuitive enough to adopt right away.

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Trusted by more than 3000 professional services organizations

“Since moving to BigTime Quotes, our team finally has one place to create, approve, and track proposals. Quotes that used to take one to two hours now take five to ten minutes. Client rate cards keep pricing accurate, protect margins, and the handoff into delivery is seamless.“

Jacob Partridge
Business Intelligence Lead

Quoting tools that are easy to adopt and ready to scale

 Kick off every engagement with a quoting experience that empowers sellers, speeds up cash flow, and avoids misalignment down the road.

Build smarter quotes in minutes with intuitive, template-based workflows that match what your clients need and your team can deliver.

Protect margins and forecast profits before work even begins. Build quotes that tie directly to your rate cards, roles, and delivery timelines so you never undercharge or overpromise.

Optimized quotes delivered in minutes

Faster Proposals With the Quote Builder Wizard

Build margin-informed quotes easily with step-by-step guidance from the Quotes Wizard and up-to-date data from your client list

Auto-Generated SOWs

With the SOW Generator, create perfectly branding documents in minutes, pulling data directly from your quotes—no more copy and pasting from Word docs to make things look right

Templates & Service Catalog

Equip your team with approved templates and services, so they can close deals quickly without any wild guesses about what or how they’re selling

You shouldn’t need a dozen spreadsheets just to sell your services

You’re in the business of delivering great work. Don’t let problems up front get in the way. See how BigTime’s integrated scoping and quoting tools help you easily connect sales goals to real profits.

Scoping and Quoting Tools Matched to Your Revenue Goals

Get instant quote-to-project conversion, so you can skip manual handoffs, hang onto important information, and start work faster

Customize your billing to fit every rate, project, and invoice structure.
Manage multiple billing structures within a single project and easily adjust rates as projects evolve. 

Set up custom guardrails and approvals to make it easier to collaborate on quotes internally.
Help your sales team easily pivot during key conversations, without overpromising or giving clients outdated information. 

From Individual Quotes to Firm-Wide Growth

BigTime’s quoting tools don’t stop at proposals. When you build quotes on an interconnected platform, you can unify every part of your services business. From scoping and pricing to staffing, time tracking, invoicing, and reporting, BigTime turns quotes into projects and projects into profits—all in one streamlined platform.

Pre-Built Integrations to Keep Your Projects and People in Sync

Move Project From Quote to Cash in One Connected System

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Resource Planning

Convert your quotes into active projects, then easily assign resources with a clear view of your staff’s skills and availability.

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Time & Expense Tracking

Automatically sync time and expense data with your resource and project plans, so you can see planned vs. actual utilization, flag problems, and make smarter, faster staffing decisions.

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Reporting & Analytics

Unify your project, staffing, and financial data on one platform to generate more accurate predictions about upcoming resourcing needs.

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SERVICES QUOTING WITH AI ASSISTANT

Quote Smarter, Scope Accurately, & Win the Deals That Matter

Stop counting on outdated data and crossed fingers to close your most important deals. In just 20 minutes, our expert team will show you how your team can scope, price, and quote projects accurately—aligned to your real-time revenue data, minus the manual hassle.

See it in Action

Ben Mascow

BigTime Solutions
Consulting Director

You’re in good company.

Proven for over 20 years. Built for what’s next. Powered by AI.
Software

How Dayforce Streamlined Change Requests and Reclaimed Time with BigTime Services CPQ Automation

“BigTime Services CPQ has helped us optimize how we interact with our customers. We have not only reduced the time it takes to get from customer request to signature, but we have also reclaimed valuable time once spent on manual processes.”

10-20

SOWs delivered daily

0

minutes on manual data entry

Bill Porter

Director of Professional Services

Software

How PTC Reduced Time-to-Market by 30% and Digitally Transformed Services Management with BigTime Services CPQ

“BigTime Services CPQ has been a tremendous partner in helping us drive innovation for our Service Catalog, accelerate our time to market, and ultimately drive customer adoption.”

30%

reduction in time to build and deploy service offerings

Instant

generation for quoting documentation

Julien Palombo

Portfolio Manager

Software

How Gainsight Enabled BigTime Services CPQ to Accelerate SOW Turnaround from Days to Minutes

“BigTime Services CPQ has significantly improved our SOW turnaround time, reducing it from days to minutes. The ability to standardize offerings while maintaining flexibility has been a game-changer for our team.”

30 min

or less to deliver SOWs

65%

of requests handled through BigTime

Jessica M. Edwards

Senior Manager Professional Services

Frequently Asked Questions 

How does BigTime Quotes differ from BigTime Services CPQ?

BigTime offers multiple quoting tools so you can find the best fit for your firm and the projects you take on. 

BigTime Quotes is an out-of-the-box solution directly built into our PSA solution, BigTime Delivery. Quick to implement and adopt, BigTime Quotes allows teams to jump into smarter quoting right away. Users get benefits like intelligent, auto-generated proposals, built-in approval flows, and a full quote history and audit trail. It is ideal for teams looking for a powerful but accessibility quoting solution that will unify their entire project lifecycle on the BigTime platform.

BigTime Services CPQ, meanwhile, is standalone Configure, Price, Quote software that can be integrated with any PSA solution. Like BigTime Quotes, it automates the services sales process from beginning to end and connects directly with your time tracking, expense reporting, and pipeline forecasts—but with even more configurable options for highly complex projects. BigTime Services CPQ is customizable on every level, making it ideal for teams looking to tailor a solution to unique and heavily nuanced workflows. 

If you’re not sure which solution is right for your firm, reach out to our team for a quick assessment.

How does BigTime help speed up the quoting process?

BigTime scoping, pricing, and quoting solutions make it easy to turn around standard, tailored proposals in minutes. By integrating with your staffing and resource data, the software gives you the visibility to price accurately and profitably right away, so there’s less back-and-forth down the line. 

Every quote is tailored based on your firm’s size, goals, and the complexity of your workflows. You can configure BigTime Quotes to factor in things like billing structure, project types, and degree of complexity, so your quote reflects what it will really take to deliver successfully. 

What are the benefits of using BigTime for quoting compared to Word or Excel?

Unlike Word docs or spreadsheets, BigTime’s scoping, pricing, and quoting tools integrate with your full project and resource management system. This means all your data lives in the same place, so you don’t have to re-enter it into multiple platforms, get up-to-date views of your projects, and can accurately forecast revenue. 

Leaders who handle quote management through BigTime get improved project delivery, intelligent staffing recommendations, and fewer surprises around profitability. Our goal is to help you see the lifetime value of a deal, not just the price you should set upfront.

Can I customize my documents in BigTime Quotes?

Absolutely. You can easily edit or lock sections of your document (including quotes and SOWs) during the quote creation process. You’re in control of how your brand is represented, how your documents look, and who has the power to revise them. 

Do proposals created in BigTime Quotes sync with project and resource management?

Yes. BigTime Quotes syncs with BigTime Delivery and BigTime Resource Management to get projects live faster. Once a quote is approved in BigTime Quotes, BigTime automatically creates a new project with associated tasks, budgets, and staff assignments—removing the need for double entry and reducing the chance of errors at handoff.

BigTime Services CPQ users, meanwhile, may have different workflows depending on their customizations. Because BigTime Services CPQ is so configurable, there are many ways to set up your quoting and delivery workflows. Book a quick assessment for more information about tailoring workflows for your projects.

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