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Create professional estimates and manage contracts that stay connected to clients, projects, and approved work.
Estimates & Contracts in Workslayr are designed to support the transition from opportunity to active work. Estimates define scope and pricing, while contracts formalize agreements — both remaining connected to client records and operational activity.
Estimates can be created from predefined templates or built manually using products and services. Each estimate captures pricing, validity periods, and descriptive detail, providing clarity before work begins.
Once an estimate is accepted, it becomes a reference point for project creation and invoicing. This reduces rework and ensures approved scope and pricing carry through the operational lifecycle.
Contracts store agreement details, documents, discussions, and renewal history in one place. Public contract links allow clients to view and sign agreements without losing visibility or control.
Estimates and contracts are always tied to client records. Contracts can be associated with projects, ensuring work is executed under the correct agreement and historical context is preserved.
Role-based permissions define who can create, edit, send, approve, or cancel estimates and contracts. Activity logs track changes, approvals, and signatures for accountability.
Templates allow teams to standardize estimates and contracts for recurring services. This supports consistency, faster turnaround, and reduced administrative effort as volume grows.
Teams use this solution to formalize scope, reduce disputes, streamline approvals, and ensure agreements remain connected to actual work and invoicing.
Estimates & Contracts integrate with Client & Account Management, Project & Task Management, Invoicing, Time Tracking, and Dashboards & Reporting, keeping agreements aligned with execution.
Workslayr is an operational management platform. It centralizes projects, people, time, clients, and transactional workflows into one system so teams can execute work and track activity without relying on disconnected tools.
Workslayr is built for teams that manage real work — agencies, service businesses, operations teams, and organizations coordinating employees, contractors, projects, and clients.
Access is controlled through granular role-based permissions. Admins can define exactly what each role can see or manage across the platform, ensuring clear accountability and data control.
Access is controlled through granular role-based permissions. Admins can define exactly what each role can see or manage across the platform, ensuring clear accountability and data control.
Workslayr is structured around projects, people, and transactions. Data is intentionally centralized and relational, meaning work, time, clients, and financial records reference each other instead of existing as isolated entries.
Workslayr scales through modular features, role controls, and plan tiers. Teams can start small and expand usage, users, and capabilities as operational needs grow.