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.
  • 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.

Other Applications

The following applications are designed to work hand-in-hand with Proposals and Contact Management:

"Proposals and Contact Management" is part of the Bluegrass for Windows line of products, developed by Bluegrass Technology, Inc..

Related Products

"Proposals and Contact Management" is part of the Bluegrass for Windows line of products, developed by Bluegrass Technology, Inc..