Proposals Tab of Opportunity Info Center

Use the Proposals tab to track the proposals associated with an opportunity. For any one opportunity, you may need to submit more than one proposal.

Contents

Proposals Grid

The fields on the grid display information from the Proposal Log dialog box.

Field Description
Edit Click this option to edit details about a proposal on the Proposals grid. When you click this option, GovWin Capture Management displays the Proposal Log dialog box; you can edit details about the proposal but you cannot access the actual proposal record from this dialog box.
Insert Click this option to add a proposal to the grid. When you click this option, GovWin Capture Management displays the Proposal Log dialog box. Use this dialog box to enter proposal information.
Copy Click this option to copy a proposal to a new row on the grid.
Delete Click this option to delete a proposal from the grid.
Name This field displays the proposal's name.
Number This field displays the proposal's number.
Type This field displays the proposal type, such as Cost Proposal or Technical Proposal.
Team This field displays the name of the team in your company that is responsible for producing the proposal.
Responsible Person This field displays the name of the employee responsible for producing the proposal.
Status This field displays the current status of the proposal, such as Pending or Won.
Source This field displays the source of the opportunity associated with the proposal. Your sources may include customer referrals, consultant jobs, and marketing campaigns, among others.
Date Advertised This field displays the date the request for proposal was advertised.
Due Date This field displays the date by which the proposal must be submitted.
Submittal Date This field displays the date on which the proposal was submitted.
Award Date This field displays the date on which your company was awarded a contract for the proposed job.
Fee This field displays the fee associated with the proposal.
Linked Proposal If you link a custom proposal to the opportunity record, this field displays a file link to the proposal record. You can click the file name and path in this field to open the custom proposal. To link a proposal record to an opportunity, you must use the Proposals application to open the proposal record.
Linked SF330 If you link an SF330 proposal to the opportunity record, this field displays a file link to the proposal record. You can click the file name and path in this field to open the SF330 proposal. To link a proposal record to an opportunity, you must use the Proposals application to open the proposal record.
Linked SF255 If you link an SF255 proposal to the opportunity record, this field displays a file link to the proposal record. You can click the file name and path in this field to open the SF255 proposal. To link a proposal record to an opportunity, you must use the Proposals application to open the proposal record.