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Professional Services- Pre-Sales Resource Estimator

Linne_Vermaak
Explorer
0 Kudos

Hi Community, 

Customer has implemented Professional Services in Public Cloud and looking for scope items and/or apps that will allow them to plan and estimate project resources, roles, job level, resources, candidate rates, client rates, total days/ effort, total sell, total margin, margin percentage, other project expenses etc. at the pre-sales stage, without having to set up a project, customer BP etc. first, and without the need for additional licenses. 

Please could you advise on best approach. Currently using Excel to do this pre-sales planning and estimating. 

Thank you, 

Linne

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