Discover the
Bluegrass Difference…
Proposals
Proposals provide standard and individualized
formats to present to prospective customers. Formats can be based on simple
text approach, or can draw from a database of material and labor items.
Both types can
draw on pre-defined descriptions, which can be modified for a specific proposal.
The features
include:
 |
Fully
integrated to setup Work Orders and Service Contracts. |
|
|
Text
and Line-item formats. |
|
|
No
limit to the number of formats defined. |
|
|
Boilerplate
entries are user-defined |
|
|
Separate
Proposal database serves as a marketing tool. |
|
|
Each
Proposal can be tracked by status. |
|
|
On acceptance of Proposal, Work Order or Service
Contract can be created. |
|
|
Proposals
can be generated from Work Orders. |
|
|
Links
to Act, Goldmine and other management software. |
|
|
Easy
way to generate a professional proposal. |
|
|
Can
easily be updated as status changes. |
|
|
Can
create detailed customized proposal. |
|
|
Ability
to access information from other databases. |
|
|
Option to enter summary or detailed proposal. |
|
|
Option to link to Estimating.
|