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Just in time for summer, big things are happening at Teamwork.com. This month, we’re rolling out Advanced Reporting in beta, launching a game-changing AI feature, and delivering powerful automation upgrades to help you work faster and smarter. Whether you're deep in the data, streamlining workflows, or keeping your team aligned with less effort, these latest enhancements are designed to give you more control, more insights, and more time back in your day. Let’s dive in.
Turn proposals into projects seamlessly with Quotes
Time and accuracy are essential when landing new client work, and Teamwork.com’s new Quotes feature ensures you get both right from the start. Now available under each Client in your workspace, Quotes allow you to create polished, flexible, and professional proposals without ever leaving Teamwork.com.
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Whether you’re quoting based on time and expenses or fixed pricing, Teamwork.com makes it easy to add detailed line items, apply taxes and discounts, and include all the specifics so you can send sleek, customized PDFs that set clear expectations. Even better, once a quote is accepted, it feeds directly into your project workflow. That way, you can power billing, budgeting, and timelines without the usual tool-hopping.
With Quotes, you can:
Speed up the sales-to-delivery handoff
Set the right expectations and align everyone from the start
Build trust through transparency and professionalism
Tailor each proposal to fit your pricing models and client needs
Ready to quote smarter, not harder? Quotes are now available on the Scale plan—reach out to sales@teamwork.com if you'd like to upgrade!
Introducing your new favorite reporting tool (no math degree required)
With the new Advanced Formula Builder, you can go beyond the basics. Get the tools at your fingertips to build out complex custom calculations with ease (no math degree required, we promise). This enhancement introduces access to a rich and growing library of functions, fields, operators, and other advanced options to help create tailored insights directly within reports.
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Now you have greater flexibility and control when analyzing your reporting data. Whether it's building detailed calculations or tailoring insights to specific needs, reporting just got a whole lot more powerful. Here’s how it works:
Functions: Choose from 24 functions to transform your raw data into meaningful insights. It’s perfect for making decisions, running calculations, or shaping custom outputs.
Fields: Build formulas using a wide range of field types, including:
16 standard fields available in project-type reports
10 standard fields available in task-type reports
Custom fields (number, checkbox, and date) supported in both report types
Operators: Access 11 operators—from mathematical to logical—to compare values, perform calculations, and control logic in your formula.
We know, that sounds like a lot—and it is! Thankfully, we’ve also included a more intuitive layout with inline help, syntax tips, and built-in examples to make creating formulas less daunting. All of this is a significant step forward in making Teamwork.com not just a place to manage work, but a platform to truly understand it.
Ensure complete project setup with Required Custom Fields
Good news if you’re a manager or an admin—you can now mark project-level custom fields as required within templates.
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Why does this matter? Let’s say you’re creating a project from a template—you’ll be prompted to complete all required fields to prevent incomplete project setups. This ensures that critical project information is captured every time a project is created, so you never have to worry about inconsistencies in your data or missing key details during the setup process. Required custom fields allow users to enforce input of critical information (e.g., region, client type, etc) at the time of project creation.
Hot features, cool updates—catch our Q3 product roadmap unveiling live
Don’t miss our Q3 product roadmap webinar! Join us as we unveil the latest features, upcoming launches, and a few surprises that’ll make your summer shine even brighter. Sign up here to save your spot and get the recording delivered to your inbox afterward.
Coming soon: Powerful AI features to fast-track everyday work
We're ramping up our AI features in the coming weeks, and we're counting on your feedback! Keep an eye on your inbox in the next two weeks as we look for early access users to get exclusive access to these new features that make everything from building projects to filtering smarter and easier.
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