Quote Proposals

Designed specifically for the Flooring Industry, the Quote Proposals module allows you to track the entire bid process from the invite to bid to the awarding of the job.

In Quote Proposals, you have the ability to:

• Price out the main sections of the bid
• Create a Proposal to be sent to the customer
• Send the same Proposal to different customers
• Book the bid as a job once it has been won
• Enter in detail lines on the bid to be used on purchase orders
• Create alternates and change order quotes
• Track, email, and create follow-up notes
• Review a forecast report showing Man Days (including a graph for the entire month)

This application works in conjunction with Project Management, Work Force Scheduling, and Purchase Orders.

• The Quote Entry screen uses the Address Book from Project Management.
• The Daily Scheduling screen allows you to sort the screen by type of employee that is associated with a job.
• A Purchase Order Inquiry allows you to view the status of the ordering of materials for a bid.