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Quotations

Does your proposal writing sometimes takes longer than it's worth?
Question: How much time does it take for you to prepare a proposal to a client? And once that proposal is won, how much time do you spend creating the project document?
Answer: Likely too much time. No worries, we can help you cut that down and make the whole process more efficient. We are proud to introduce the newly updated Quotations module of the GroupForce suite of applications. This new update adds exciting new features that will make your proposal writing process a breeze. By taking existing GroupForce technologies that enable the merging of information from various sources into Word documents, we make your proposal writing process better, faster, and more efficient. The Quotations control document allows you to specify all aspects that make up a proposal to one of your clients, including Project Tasks and Milestones, Supporting Documentation (including Statements of Work, Legal Documents, and anything else you need), Cash flow schedule (Track invoicing schedules and payment schedules to outside resources), External Purchases, External Resources, Internal and Overhead Costs, and Progress indicators.
Once you have the entire information ready, one click assembles the information into a Word document that you can edit, print and forward to your client for approval, using a template you pre-define. This Word template can include information and other documents from a variety of sources: Obviously, the quotation document itself, other GroupForce modules, or any other Lotus Notes database, making it easy for you to take sure that you always include certain items in the proposal, like legal documents and warranties, standardizing your processes, and saving you time.
The Quotations module includes variety of standard features that help you standardize your proposal writing processes and integrate Quotations with other GroupForce modules:
The GroupForce Quotations module integrates seamlessly into other GroupForce modules. For example, once a Quotation is won, with one click you can create the related Project in the Project Management Module, and transport all relevant information across. Your team can quickly and easily get working on the tasks at hand, rather than spend time doing administrative tasks, without any duplication of data.

Functionality overview

  • Flexible internal approval cycle ensures the right people see and approve the outgoing proposal
  • Data auditing tracks the changes made to the Quotation
  • Keep track of changes made and optimize workflow based tracked information
  • Global actions allows information gathering required to write the proposal
  • Assembled from pre-defined blocks
  • Allows control indicators and parameters to be defined
  • Integrated with Document library
  • Sophisticated MS Word reporting
  • Flexible exporting mechanisms for off-line analysis

Contact us for more

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