Bid and Proposal Management Features and Functions

• Template for proposal creation


• Creation of stand alone proposals


• Creation of proposals from quotes


• Personalization of proposals using flexible fields


• Addition of multiple quotes to a proposal


• Generation and viewing of documents supporting RTF format


• Off-line generation of proposals


• On-line generation of proposals


• Version control for proposal generation


• Download of proposals for off-line use


• Ability to e-mail proposals to customers


• Selection of multiple customer contacts


• Visual dashboard to track proposals


• Advanced search engine to locate proposals


• Creation and publishing of proposal templates


• Multiple level security profile


• Flexible dynamic fields that allow for drop-down menu, numbers, date, and text


• Proposal and quote templates for library maintenance


• Generation of custom proposals and quotes using predesigned templates


• Automatic creation of proposal and quote revision history records


• Multiple currencies


• Electronic copies of actual quotes and proposals that can be associated with opportunity data records