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Project & Sales Management
Getting Started
Getting started with Taimer
Multi-company Taimer
Moving to New Taimer Version
Release Notes
Updates 2022
Updates 2021
My Taimer
My Day Dashboard
Own Profile
Personal Notes
Notifications
Dashboard
Account Management
Accounts
Contacts
Users
Project & Sales Management
Projects Overview
Sales Projects & Pipelines
Internal Projects
Project's Finance
Customise, Copy & Mass Editing
Quote & Proposal
Revenue Recognition
Form builder
Project Reports
Time Tracker
Time Tracker Overview
Resource planning
Task Management
Invoicing
Invoicing
Expenses & Travel Expenses
Bills & Purchase Orders
Reports
List Reports
Invoicing reports
Revenue recognition reports
Profitability Reports
Management Reports
Product Management
Products
Settings
Company details
User management
Account settings
Expense and travel expense settings
Invoicing and bills settings
Project settings
Time tracker settings
Product settings
Resourcing settings
Tags settings
Integrations
Accounting integrations
Calendar integrations
Other Integrations
Mobile applications
Subscription & Billing
Subscription & Billing
Terms of Agreement
Support & Training
Training & Onboarding
Book a Free Demo
Contact Us
Back to home
Help Center
Project & Sales Management
Getting Started
Getting started with Taimer
Multi-company Taimer
Moving to New Taimer Version
Release Notes
Updates 2022
Updates 2021
My Taimer
My Day Dashboard
Own Profile
Personal Notes
Notifications
Dashboard
Account Management
Accounts
Contacts
Users
Project & Sales Management
Projects Overview
Sales Projects & Pipelines
Internal Projects
Project's Finance
Customise, Copy & Mass Editing
Quote & Proposal
Revenue Recognition
Form builder
Project Reports
Time Tracker
Time Tracker Overview
Resource planning
Task Management
Invoicing
Invoicing
Expenses & Travel Expenses
Bills & Purchase Orders
Reports
List Reports
Invoicing reports
Revenue recognition reports
Profitability Reports
Management Reports
Product Management
Products
Settings
Company details
User management
Account settings
Expense and travel expense settings
Invoicing and bills settings
Project settings
Time tracker settings
Product settings
Resourcing settings
Tags settings
Integrations
Accounting integrations
Calendar integrations
Other Integrations
Mobile applications
Subscription & Billing
Subscription & Billing
Terms of Agreement
Support & Training
Training & Onboarding
Book a Free Demo
Contact Us
Project & Sales Management
Learn all about sales and project management features in Taimer.
Projects Overview
Invoicing addresses for customers and Projects
Set up activities
Manage activities in the Kanban view
Project specific invoicing details
Create a new project in Taimer
Manage reasons of won and lost deals
Special Permissions
Projects Overview
Create sub-projects, resource for sub-projects and track hours to sub-projects
See more
Sales Projects & Pipelines
Add a lead and close the deal
Pipeline stages and probability percentages
Manage your sales pipeline
Internal Projects
Manage internal costs & company expenses
Internal hours and expenses
Project's Finance
Manage project finances, income and costs
Create scheduled invoices or payments
Automated invoicing
Note to the invoice creator
Customise, Copy & Mass Editing
Make bulk or mass edits to projects
Create a copy of an existing project
Quote & Proposal
Create sales quotes and estimates
Monitor Cost Variance - Estimated vs. Actual Costs
Create quote copies and build templates
Convert a sales quote to an invoice
Sales quote's proposals
Sending quote for approval
See more
Revenue Recognition
Revenue Recognition of projects
Form builder
Build forms to collect project data
Project Reports
Project hours report
