BOEs & Estimation for Professional Service Firms

A True Basis of Estimate — Not a Quote

Structured, flexible, and financially grounded

Every BOE in OpteraOS is a living model of how work will be delivered.

• Create BOEs directly from opportunities
• Link estimates to real accounts and deals
• Track draft, approved, and historical versions
• Maintain a full audit trail from creation to approval

Your BOE becomes the single source of truth — long after the contract is signed.

A Powerful, Interactive BOE Builder

Estimate the way your team actually thinks

The OpteraOS BOE Builder combines spreadsheet speed with enterprise-grade structure.

• Fully interactive, table-based editor
• Inline editing with instant feedback
• Drag-and-drop reordering and restructuring
• Expand and collapse complex hierarchies
• Live totals and margin calculations as you work

You can model complex projects quickly — without fighting the tool.

Multiple Estimation Methodologies — One System

Match the estimate to the engagement

Not all projects are priced the same way. OpteraOS supports multiple estimation approaches within a single, consistent system.

• Work Breakdown Structure (WBS) — phases, milestones, tasks, and line items
• Time-based estimates — simple role-and-hours pricing
• Pod-based estimates — team-based pricing models
• Retainers — recurring services and ongoing work

Each BOE can be configured to match the engagement — without switching tools or workflows.

Advanced Pricing, Discounts, and Contingency

Control margin without losing flexibility

OpteraOS gives you precise control over pricing — at every level.

• Line-item, task-level, and BOE-level discounts
• Fixed-fee and time-and-materials pricing
• Mixed billing models within a single estimate
• Non-billable items for internal or included work
• Contingency as a percentage or fixed amount

Discounts, contingency, and margin impact are always visible — in real time.

Rate Cards and Margin Transparency

Price confidently — and protect profitability

OpteraOS connects estimates directly to your rate structure.

• Billing rate cards for pricing
• Optional cost rate cards for margin tracking
• Per-line-item rate overrides when needed
• Automatic gross margin calculations
• Visual margin indicators and warnings

You always know what you're selling — and what it will actually cost to deliver.

Versioning That Reflects Reality

Iterate without losing history

Estimates evolve. OpteraOS is built for that.

• Create new versions with one click
• Track full version history per opportunity
• See totals and margins per version
• Automatically designate the active version
• Preserve every change for audit and review

Templates & Project Integration

Standardize what works and turn estimates into delivery plans