Proposals Concepts

The Vantagepoint Proposals application streamlines the proposal generation process.

In Proposals, you can complete the following tasks:

  • Design custom proposals from scratch.
  • Create a proposal from an existing hub record.
  • Create a proposal based on a template.
  • Insert data from Vantagepoint hub records.

Related Topics:

  • Define Project Stages for Proposals
    When a new project record is created in the Projects hub, a "stage" is assigned to the project. Stages may include You can create a new proposal from a project with a Stage that is set to In Pursuit.
  • Primary Disciplines
    A primary discipline is an employee's main area of expertise or skill, such as architect or civil engineer. Maintain an accurate list of disciplines and employee skills to streamline the proposal process and ensure that you have the expertise needed to bid on projects and win contracts.
  • Proposals and Filestream
    FILESTREAM is a Microsoft SQL Server feature that is required when uploading and including image files with Proposals.
  • Placeholder Topic - Description Codes for Employees
    Use up to 35 words to describe this conceptual topic. Write complete sentences.
  • Using Edit Record Layout Mode
    When the proposal includes records from the Vantagepoint hubs, the proposal must be in Edit Record Layout mode for you to make updates or edits to the proposal.
  • Data Entry Standards for Proposals
    The Proposals application automates many steps in the proposal process because it retrieves data directly from the hub and inserts it into the proposal form.
Parent Topic: Proposals