The Advanced Project Quoting add-on extends the Project Quote screen in Acumatica with dynamic, configurable tabs, giving your team a flexible way to quote complex projects without customizing the base application for every product line.
Key Features
- Dynamic tabs that can be added directly to the Project Quote screen
- Tabs automatically filter based on the products you configure, so users only see the fields relevant to what they're quoting
- Each tab supports its own set of dynamic fields, tailored to the product or service being quoted
- Computed fields that automatically calculate values from other fields on the tab
- Report export that combines your custom field data with standard Project Quote data into a single, unified output
Dynamic, Product-Driven Tabs
Rather than forcing every quote to use the same generic layout, Advanced Project Quoting lets you define tabs that appear only when relevant products are added to the quote. This keeps the quoting screen clean and focused, showing users exactly the information they need for the specific products and services involved.
Dynamic and Computed Fields
Each tab can be configured with its own dynamic fields to capture the details unique to that product line. Computed fields build on top of these, automatically deriving values so your team spends less time on manual calculations and more time refining the quote itself.
Unified Reporting
When it's time to present a quote, the reporting export pulls together both the standard Project Quote data and all of the custom field data captured across your dynamic tabs, producing a single, professional report without any manual reconciliation.
Why It Matters
Project-based businesses rarely fit into a one-size-fits-all quoting form. Advanced Project Quoting gives you the flexibility to model your actual products and services directly in Acumatica, speeding up quote creation while keeping your data structured and reportable.
