Respond faster
Prepare customer budget assessments without assembling a new document trail every time.
Proposal → Project
Win the work once. Don't enter it twice.
Create a customer budget assessment quickly, keep every revision in Taskeeper, respond to feedback and — when the proposal is accepted — turn it directly into a live project instead of recreating the job from scratch.
Why it matters
The handoff from estimate to delivery should not mean starting again.
Commercial context is often lost between the person preparing the estimate and the team delivering the work. Taskeeper carries the accepted proposal forward so the project can begin from information that already exists.
Preserve context
Keep proposal history, customer feedback and the accepted baseline connected.
Remove duplicate entry
Avoid rebuilding the same job when commercial work becomes delivery work.
Shorten time to mobilisation
Move from accepted proposal to a manageable project with fewer administrative handoffs.
How the workflow connects
Win the work once. Don't enter it twice.
1
Create a fast budget assessment or structured proposal for the customer.
2
Revise the same proposal as scope, price or customer feedback changes.
3
Keep the commercial history and current version in one place.
4
When accepted, convert the proposal directly into a Taskeeper project.
5
Continue planning, tasking, resourcing, cost and delivery control from that project.
See it in the product
From commercial intent to a project the team can execute.
The proposal workspace gives the commercial stage a home; the project workspace carries delivery forward after acceptance.
Representative scenario
A contractor prepares a budget assessment for a refurbishment. The customer asks for two scope changes. The team updates the same proposal, the customer accepts it, and the estimator converts it into a project so the project manager can immediately continue with tasks, dates, resources and financial control.
✓ No re-keying of the accepted job
✓ A clear history of proposal revisions
✓ Customer and commercial context carried into delivery
✓ Faster transition from sale to mobilisation
Taskeeper
Connect more of the project lifecycle.
Bring commercial, project, people, field, governance and financial context into one operational workspace.