Projects vs Quick Quotes: Choose the Right Workflow - Prophic

Prophic supports two ways to turn client input into a scoped estimate and proposal. Projects give you the full pre-sales workspace with five pipeline stages, team collaboration, and change-request handling. Quick Quotes run the autonomous quoting pipeline for fast turnaround without full project setup. Choose the workflow that matches how much detail and governance your engagement needs.

How they differ

Dimension	Projects	Quick Quotes
Customer record	Required: every project is attached to a customer from your directory.	Driven by Quotation Configurations, not a customer record.
Scope versions	Supported: add new versions inside the same project to handle change requests.	Not applicable.
Pipeline stages	Full five-stage pipeline: Requirements Ingestion, Analysis, FSD, WBS, Summary.	Autonomous pipeline using Quotation Configurations.
Settings source	Uses a Configuration Template (service roles, rates, hours per day, buffer).	Uses Quotation Configurations (dedicated Quick Quotes settings).
Plan limits (Free)	2 Projects	5 Quick Quotations
Plan limits (Pro)	50 Projects	100 Quick Quotations
Plan limits (Teams)	Unlimited Projects	Unlimited Quick Quotations

When to use which

Use Projects when

You are responding to a formal RFP or complex client engagement.
You need the full five-stage pipeline with review at every step.
You expect change requests and want scope versions tracked inside one workspace.
You want the estimate driven by a Configuration Template with your exact service roles, rates, and buffers.

Use Quick Quotes when

You need a fast, autonomous turnaround without creating a full project.
The brief is straightforward and does not need multi-stage review.
You want the pipeline to run against Quotation Configurations rather than a project-level template.
You are doing high-volume quoting and want to stay within your Quick Quotations plan limit.

Plan limits for Projects and Quick Quotations vary by tier. See Plans and Billing for the full comparison. To control how the AI behaves at each pipeline stage, set Custom Instructions per stage.

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