Find the proposed amount.
Prices stay with each quote. Distinguish the original offer from additional work that requires acceptance.
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Quote
The accepted price needs to carry through to the job. With Direction par Horizon, prepare the quote, obtain a signature and keep accepted change orders with their effects on the budget and the billing method set out in the contract.
From price to acceptance.
Initial quotes and change orders follow the same process.
Track the client’s decision.
The status shows what is being prepared, awaiting a decision or won. Accepted work then carries through to the project.
What your team
gains.
An accepted scope you can find
The signed quote and separate change orders show what the client accepted, including the agreed limits.
Changes follow their contract
Accepted change orders feed fixed-price or progress billing; for time and materials, hours and expenses support invoicing.
How does an accepted quote connect to the rest of the job?
The Quote module in Direction par Horizon brings the work, selling prices, inclusions and exclusions into a document for acceptance. Your team keeps its cost calculations internal. After signature, the quote joins the project, and accepted change orders follow the budget and the contract’s billing method.
Does the client see our internal costs and margin?
The client receives the work description, selling prices, inclusions and exclusions. Expected costs and the difference between cost and selling price help your team set its price. Your estimator reviews the document produced from your template before authorizing it to be sent for signature.
How do we track accepted change orders through to invoicing?
Your project manager prepares a Change order quote and assigns its lines to the relevant cost codes. The client accepts this work separately. Direction par Horizon then adds its cost to the revised budget and handles its selling price according to the billing method set out in the contract.
Is the billing method chosen at the quoting stage?
Yes. The team selects fixed-price, progress or time-and-materials billing in the quote. This choice carries through to the Project record. It also determines how change orders are handled: instalments or progress claims for the applicable contracts, and billable hours and materials for time-and-materials work.