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Implementation quotes your clients can't argue with
InteliQuote guides consultants through a structured assessment of their client's scope, readiness, and risk — and produces a complete, professional implementation proposal. No spreadsheets. No guesswork.
The estimate is where implementations win or lose.
Most implementation quotes are built on incomplete discovery, inconsistent methodology, and assumptions that unravel by month three. InteliQuote replaces all of that with a structured 7-step assessment — and produces a proposal you can defend in any room
Seven steps. One client-ready quote.
01
Company Profile
Your client's size, industry, legal entities, and locations. This drives the size and entity multipliers.
02
Readiness Assessment
Governance, executive sponsorship, budget clarity, change management capacity, and data quality. Scored automatically before a single scope decision is made.
03
Requirements
Define scope — integrations, data migration, training, compliance, and customization needs.
04
Module Selection
Select the functional areas your client needs. Baseline hours load automatically from calibrated implementation benchmarks.
05
Fit Analysis
InteliQuote scores the engagement — Solution Fit %, Project Readiness %, and a full risk register with 30+ rules.
06
Your Quote
A complete, itemized implementation estimate — every cost line visible, every assumption editable.
07
Review & Save
Save the quote to your dashboard, track status, and share with your client.
Built on proven implementation methodology
Every number InteliQuote produces is grounded in real implementation benchmarks — not gut feel. Every assumption is visible. Every line item is editable.
Sarah Schaub — CEO & Founder, InteliQuote
Not a template. A methodology.
6-Dimension Complexity Rubric
Process variants, data quality, integrations, customization depth, change management, and compliance — all six, every time.
30+ Risk Rules Built In
Governance, HR, reporting, industry patterns, and training risks evaluated automatically on every quote.
Size & Entity Multipliers
Scales automatically from a 50-person company to a 10,000-person global enterprise across 50+ legal entities.
Dynamic Scoping by Function
Key functional areas like workforce management and training scale automatically based on your client's size, complexity, and requirements.
Editable Every Line
Every assumption is visible. Every cost line is editable. Your expertise, structured and defensible.
See it in action.
Watch InteliQuote generate a complete implementation proposal — Fit Score, risk register, cost breakdown, and all.
Implementation consultants
Presales solution architects
Implementation consulting firms
Program managers
Independent ERP, CRM or HCM consultants
Boutique consulting firms
Application received.
We review every application personally and will be in touch within 48 hours.
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