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Turn Every Business Opportunity into a Clear Path Forward.

From managing customer contacts and sales opportunities to preparing estimates, securing approvals, and generating quotations, Workstager brings your sales process together in one organised workflow.

Keep every opportunity visible, every deal accountable, and every successful quotation ready for project execution.

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One platform. Every workflow. Zero silos.
The challenge

Sales opportunities deserve more than scattered spreadsheets and follow-up reminders.

When customer details, deal updates, cost estimates, and quotations are handled separately, it becomes difficult to maintain a clear view of the sales process.

  • Scattered customer information: Contact details and business conversations can be spread across different places.
  • Unclear deal progress: Sales teams may struggle to identify which opportunities need attention.
  • Disconnected estimation and quotation processes: Preparing commercial proposals can involve multiple steps and internal coordination.
  • Unstructured approvals: Managers need visibility into estimates and quotations awaiting review.
  • Difficult project handovers: Information agreed during the sales process needs to carry forward into project execution.

Workstager brings these activities into a connected Lead Management workflow.

One connected journey from contact to customer project.

Workstager helps your team manage the commercial relationship lifecycle through interconnected functions for contacts, deals, estimations, approvals, and quotations. Instead of treating each activity as a separate task, the module provides a structured process that helps teams move opportunities forward while keeping the relevant information connected.

Key benefits:  

  • Maintain a centralised view of customer and prospect contacts.
  • Track deals through defined pipeline stages.
  • Assign ownership and monitor opportunity progress.
  • Prepare detailed estimates with Bill of Quantities (BOQ).
  • Route estimations and quotations through approval steps.
  • Generate professional quotation PDFs.
  • Convert approved quotations into projects.
Built around your organisation — not the other way around.

Contact Management

Know where every opportunity stands. Visualise your sales opportunities through a Kanban-style pipeline. Move deals across stages as conversations progress, and give your team a clearer understanding of the opportunities being pursued. Workstager's documented pipeline stages include:

Highlights:

  • Kanban board and list views
  • Deal value and currency
  • Deal priority and expected close date
  • Deal owner assignment
  • Pipeline filtering and sorting
  • Deal activity and audit information

Deal & Opportunity Management

Give every opportunity the information and ownership it needs. Create deals linked to existing contacts and record the details required to manage each opportunity. View the deal's stage, value, priority, close date, owner, and associated contact from its detail page. Keep estimations and quotations linked to the relevant deal, helping your team follow the commercial progress of each opportunity. p>

Estimation & BOQ Management

Build commercial estimates with greater clarity. Prepare detailed cost estimations against a deal before generating a quotation. Add Bill of Quantities (BOQ) items with categories, item codes, descriptions, units of measurement, quantities, and prices. Workstager calculates line totals and the overall grand total, helping your team organise the cost components of a proposed project or engagement.

Highlights:

  • Create estimations against deals
  • Add individual BOQ items
  • Import BOQ items in bulk
  • Automatic line-total calculation
  • Automatic grand-total calculation
  • Estimation review and approval
Estimation Review & Approval
Bring the right people into commercial decisions. Submit estimations for review and approval. Configure approval levels under the deal's Reviewer section and assign the responsible reviewer. Reviewers can approve or reject submitted estimations, creating a more structured review process before a quotation is generated.
Quotation Generation & Approval
Move from an approved estimate to a formal customer proposal. Generate a quotation using an approved estimation. Customer and business details, along with the approved BOQ, are carried into the quotation process. Add quotation dates, business and client details, terms and conditions, and additional information. The quotation can then be submitted for approval.
Professional Quotation PDF
Present your proposal in a clear, professional format. Generate a client-ready PDF from an approved quotation. The document includes Bill To and Project Details, the BOQ table, grand total, and terms and conditions. It gives your team a structured commercial document to download or share with the customer.

Quotation-to-Project Conversion

A successful sale should be the beginning of delivery, not another round of data entry. Once a quotation is approved, Workstager automatically converts it into a project in the Project Management module. The project is created using the project details captured during quotation approval, including the project name, project type, project manager, and department. The approved scope and value agreed in the quotation carry forward into project execution. This creates a connected journey between the sales and project teams.

How It Works

From the first contact to project execution

  • 1. Capture the contact
    Create a customer or prospect record and assign an owner.
  • 2. Create and manage the deal
    Link the contact to a business opportunity and track its pipeline stage.
  • 3. Prepare the estimation
    Build a detailed BOQ and calculate the estimated project cost.
  • 4. Review and approve
    Submit the estimation through the configured reviewer levels.
  • 5. Generate the quotation
    Create a formal customer quotation using the approved estimation.
  • 6. Approve the quotation
    Confirm the project setup details required for conversion.
  • 7. Move into project execution
    The approved quotation is converted into a project in Workstager Project Management. .
How It Works

Designed for teams involved in the sales lifecycle

Sales Representatives
Manage contacts, maintain deal information, track opportunity stages, and keep ownership clear.
Sales Managers
Review the deals pipeline, monitor opportunity values, and participate in estimation and quotation approvals.
Estimation & Commercial Teams
Prepare BOQs, calculate costs, and submit estimates for review before quotations are issued.
Project Managers
Receive approved projects with the project details established during quotation approval, helping the transition from sales to delivery.

The Workstager advantage

Sales and project execution, connected. A deal does not end when a quotation is sent. It progresses through commercial review, customer approval, and eventually project execution. Workstager connects these stages so that approved commercial information can move into Project Management without requiring the team to start the project record from scratch. p>

  • Less duplication: Approved quotation information carries forward into project creation.
  • Clearer accountability: Deal ownership and review responsibilities are visible.
  • Structured commercial workflow: Estimations and quotations follow defined approval steps.
  • Better continuity: Sales and project teams work from connected information.

 

Frequently Asked Questions

What is Lead Management in Workstager?

Lead Management is a module for managing customer and prospect contacts, sales deals, estimations, approvals, and quotations through a connected commercial workflow.

Yes. Workstager provides a Deals Pipeline with Board and List views. Deals can be moved through stages such as Open, Qualified, Meeting Scheduled, Working on the Proposal, Proposal Sent, Follow Up Stage, and Closed Won.

Yes. The Estimation feature supports BOQ items with categories, codes, names, units of measurement, quantities, and prices. Line totals and the grand total are calculated automatically.

Yes. Estimations can be submitted to assigned reviewers. Deal-level approval levels can be configured, and quotations have a separate approval step.

Yes. An approved estimation can be used to generate a quotation. Approved quotations can also be exported as formatted PDF documents.

Yes. Workstager automatically converts an approved quotation into a project in the Project Management module, using the project setup details captured during quotation approval.

Workstager follows a modular subscription model, allowing organisations to select the modules they need and expand their subscription as their requirements grow.

Make Every Opportunity Count.

Bring your contacts, deals, estimations, approvals, and quotations together. Give your sales team a clearer process and connect successful opportunities directly to project execution.

Start managing your sales journey with Workstager.

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