Proposals

Project proposals are the principal tools that you use to sell your firm's services and win new business. Proposals contain all the information about your firm, your employees, and your previous work that prospective clients want to know before they award a contract.

The Proposals application streamlines the proposal production process, allowing you to:

  • Create custom proposals that are tailored specifically to individual customers and business opportunities.
  • Centralize proposal information and create templates that streamline data retrieval and proposal generation.
  • Integrate records, fields, images, and other elements directly from the hubs, ensuring data accuracy and consistency.
  • Share proposal information and templates with team members.
  • Export proposals to PDF format for quick turnaround.