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Proposals provide standard and individualized formats to present to prospective customers. Formats can be based on simple text approach or you can draws from a database of material and labor items. Both types can draw predefined descriptions, which can be modified for a specific proposal.

The Proposal 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.

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 Software Solutions line of products, developed by Bluegrass Technology.