Proposal Roadmaps
The Proposal Roadmaps provide a process overview for different key proposal functions, such as creating a new proposal or a new template.
- Related Topics:
- Roadmap for Creating a New Proposal
You might find it helpful to use this roadmap as a guide for creating a new proposal. - Roadmap for Creating a Proposal from the Projects Hub
While working in the Projects hub, you can create a proposal directly from project record. This populates the new proposal with project information and allows you to add records from the project as well as specify a template to apply. This is useful when, for example, you have known about a project for a period of time, completed the decision-making process, decided it was a "go," and created a proposal. - Roadmap for Adding Resume Information to a Proposal
Use this roadmap as a guide for adding resume information to a proposal. Because the Employees hub and the Proposals application are seamlessly integrated, you have access to relevant employee information, project data, graphics, profiles, and narrative text for use when generating proposals. You can quickly analyze resources and select the best candidates for your project proposals. - Roadmap for Creating a New Proposal Template
Proposal templates are pre-formatted to include particular styles, layouts, and information that you can use on future proposals. You might find it helpful to use this roadmap as a guide for creating a new proposal template. - Roadmap for Creating a Master Element
A master element is a set of proposal elements that you group and save for reuse. You can create a master element from scratch or by saving a group of elements from an existing proposal. Master elements help you quickly create consistent proposals. Use this roadmap as a quick summary of the steps for creating a new master element. - Roadmap for Adding an Estimate to a Proposal
Use this roadmap as a guide for adding estimate information to a proposal. Because the Projects and Employees hubs and the Proposals application are seamlessly integrated, you have access to relevant project data, employee information, graphics, profiles, and narrative text for use when generating proposals.
Parent Topic: Proposals