Proposals

On the Proposals page, you'll find all the proposal management functions, a sortable list, and an activity feed for each proposal.

After creating a proposal, you can adapt it to different requirements. Do you need a field named Dept to further classify resources by department? Should the proposal breakdown structure be labeled CLIN instead of WBS? Does your SOW need images, tables, and intricate formatting? In EstimatorFLEX, these kinds of modifications are possible through:

Proposal list

Selected proposals in the list are precisely indicated, so it's plain to see which proposal you're working on. Whether editing proposal settings, syncing data, copying and deleting proposals, or submitting a proposal, you will always be certain of your actions.

As the proposal list grows, you can keep it organized with folders and subfolders if your proposals have a location specified in their settings. The list then displays this information in the Location column.

Try grouping proposals to categorize them in the proposal list. When you use the Location setting in proposals, EstimatorFLEX groups them based on location by default. You may find this helpful if your organization has several business units in different areas, for instance.

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