Streamline professional services project estimation in SAP S/4HANA Cloud
Eliminate manual handoffs and inaccurate scoping by extending SAP S/4HANA Cloud to bring presales, finance, and delivery together. By combining standardized templates, real-time cost rates, automated approvals, and dynamic margin simulation, the system delivers reliable, data-driven estimates that connect sales opportunities to project execution—accelerating deal cycles and safeguarding project margins.
Benefits
Protect margins before you quote
Protect project profitability before locking in client quotes by eliminating hidden margin leakage during the bidding phase. By pulling live rate cards and running real-time margin simulations, teams can identify cost risks and model profitability before presenting proposals to prospective clients.
Replace spreadsheets with a single source of truth
Ensure total alignment and accuracy across all project proposals by eliminating disconnected tools, outdated rates, and inconsistent spreadsheet calculations. By consolidating every estimate onto a single governed platform, presales, finance, and delivery teams consistently work from the exact same real-time data from initial bid to final execution.
Close the gap between opportunity and delivery
Accelerate project kickoff and eliminate post-sale delivery stalls by seamlessly transitioning winning proposals into execution. Through governed approvals and automated project creation in SAP S/4HANA Cloud, every estimate moves cleanly from sales opportunity through to project kickoff without losing critical cost or resource data in translation—ensuring complete alignment between sales commitments and delivery execution.
Features
Build project estimates with standardized templates
Estimators choose configurable templates for time and materials (T&M), fixed-price, and milestone engagements. Reusable frameworks eliminate building project structures from scratch on every deal.
Simulate project margins before finalizing quotes
Model multiple pricing scenarios side-by-side and watch margin impact update in real time as you adjust rates, effort, or discounting. Sales managers get the confidence to negotiate with full visibility into profitability, instead of discovering margin erosion only after the deal is signed.
Route project estimates through custom approval workflows
Every estimate moves through structured, role-based sign-offs before it ships—no proposal goes to a client, and no project gets created, without the right approvers reviewing it first. Approval status, history, and post-approval actions are all tracked in one place for full auditability.
