Key features include …
Proposal registration
- Assign client, contact, BD lead, project manager and director
- Set budgets – proposal budget, project budget/value (internal time, third party costs)
- Record go/no go and win/loss data
- Review proposals by team lead and BD manager
Proposal tracking
- Record proposal effort in timesheets
- Show proposal ‘spend’ against budget and due date
- Record quality assurance events – proposal review, send and follow-up
Convert to project
- Carry over proposal details to project
- Ensure consistent job numbering
- Close proposal (to prevent further charges)