Gantt charts and project plans inside your proposal
Show the schedule, the milestones and the process next to the price, so clients approve the plan and the quote together.
A project plan in a proposal shows what will be delivered, in what order and by when. In QuoteCloud you add a Gantt Chart block with tasks, start and end dates, milestones and dependencies, and a Diagram block for process flows, in the same document as the price table and eSignature, so the client signs off scope, timeline and cost at once.
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Illustration of a project timeline (Gantt chart) in QuoteCloud: “Clinic fit-out: project plan and quote” from Redgum Interiors for Northshore Physio. It lists Design and approvals, Weeks 1 to 3, $8,400.00; Demolition and services, Weeks 4 to 5, $12,750.00; Joinery and fit-out, Weeks 6 to 9, $31,200.00; Handover and defects, Week 10, $2,150.00. Total $54,500.00. Status: Approved.
How to add a Gantt chart project plan to a proposal in QuoteCloud
5 steps, start to signature.
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Step 1: Add a Gantt Chart block
Drop the Gantt Chart block into your proposal or statement of work. It starts with a default structure you can edit.
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Step 2: Enter tasks and dates
Add tasks and phases with start and end dates or durations, and mark the milestones clients care about.
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Step 3: Link dependent tasks
Set predecessors and successors, such as finish to start, so related tasks move together when dates change.
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Step 4: Explain the process visually
Add a Diagram block for the workflow, approvals or org chart, styled to match your document.
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Step 5: Price it and send for signature
Align the price table with the phases, add an eSignature block and send the plan for approval.
Project plans and timelines before and after QuoteCloud
Less retyping, less chasing, no printing.
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Before: Timeline pasted as a screenshot from another tool
With QuoteCloud: A live Gantt chart block, edited inside the proposal
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Before: Schedule in a table clients can't follow
With QuoteCloud: Bars, milestones and dependencies readable at a glance
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Before: Plan, diagram and quote sent as three files
With QuoteCloud: Plan, process and price signed in one document
QuoteCloud features for project plans and timelines
Each tile shows the plan it starts on. See QuoteCloud pricing.
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Gantt Chart block
Tasks, start and end dates, durations, milestones and dependencies, embedded in the document.
Plan: Business+
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Flowcharts and diagrams
Process flows, decision trees and org charts with shapes, connectors and your own colours and fonts.
Plan: Business+
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Collapsible phases
Group tasks into phases, expand or collapse them, and fit the chart within a page or section.
Plan: Business+
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Price tables beside the plan
Price each phase in an interactive price table with optional items and automatic totals.
Plan: Essentials+
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eSignature sign-off
Clients approve scope, timeline and price with one legally binding eSignature.
Plan: Every plan
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Version history
Revise the plan when dates move and keep earlier versions on record.
Plan: Business+
Who uses QuoteCloud for project plans and timelines?
Gantt charts and flowcharts inside the proposal they belong to.
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Construction and fit-out
Show build phases, dependencies and handover dates beside the quote, so the client approves both.
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IT and software implementation
Lay out discovery, build, testing and go-live in a Gantt chart inside the statement of work.
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Architects, engineers and agencies
Explain stages with a flowchart and a timeline, without exporting from separate planning tools.
Templates you can make for project plans and timelines
Save each as a template once; reuse it for every client. Browse ready-made templates.
- Project proposal
- Statement of work
- Project plan
- Implementation plan
- Fit-out schedule
- Event run sheet
- Campaign rollout plan
Industries that use QuoteCloud for project plans and timelines
A few of the industries it suits.
- Construction
- Architecture and engineering
- IT and software
- Marketing agencies
- Events
- Manufacturing
Rated, secure and in business since 2013.
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- 2013Building QuoteCloud since
