Proposal Properties
Complete the fields to create a new proposal based on the existing copy.
| Field | Description |
|---|
| Name
|
Enter the proposal name. This becomes the proposal header on page one.
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| Number
|
Enter an identification number for the proposal.
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| Project
|
Select the project that is associated with the proposal. The projects that are available for selection have a stage that means it is in pursuit. Projects with stages that mean it was won, lost, or do not pursue are not available for selection. After you select a project,
Vantagepoint will populate some of the proposal's fields with information from the selected project.
|
| Due Date
|
Select the date on which the proposal must be sent.
|
The following information is automatically copied to the new proposal:
| Field | Description |
|---|
| Client
|
Use the firm lookup to select the client to whom you are sending the proposal. This field is automatically populated from the project, if one was selected.
|
| Organization
|
Use the organization lookup to select the organization in your firm that is responsible for the proposal. This field is automatically populated from the project, if one was selected.
|
| Proposal Manager
|
Use the employee lookup to select the employee who has the primary responsibility to send this proposal. This field is automatically populated from the project, if one was selected.
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Show Additional Properties
Click this link to show the additional fields and add information as needed. This link toggles to display
Show/Hide Additional Properties, which you can click to show or hide the fields as needed.
| Field | Description |
|---|
| Source
|
Select the source for the proposal, such as Client Reference or Marketing Campaign.
|
| Status
|
Select the status that most accurately describes the current stage of your proposal, such as In Progress or Submitted. Your administrator defines the values in this list.
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| Fee
|
Enter the fee for the proposal.
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| Type
|
Select a type as a means to categorize the proposal. For example, is it a letter of interest or a statement of qualification, and so on. Your administrator defines the values in this list.
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| Date Advertised
|
Select the date the proposal was advertised.
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| Date Submitted
|
Select the date the proposal was submitted.
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| Date Awarded
|
Select the date the project was awarded.
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| Notes
|
Enter any additional notes for the proposal in the Notes field. To format the text, click the drop-down arrow to open the text editor. Use the options on this toolbar to format the text as needed.
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