Proposals Overview

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 and track effective and winning proposals. You can use standard SF254, SF255, or SF330 proposal formats for government contracts, or use the Custom Proposals application to create proposals that are tailored specifically to individual clients and opportunities.

With Proposals, you can do the following:

  • Give proposal team members access to all relevant records in the Info Center, making it easier for the proposal team to locate and retrieve employee and consultant resumes, project experience data, graphics, company profiles, and narrative text.
  • Easily locate and select the appropriate Info Center records, such as employees and projects, to include in a proposal.
  • Centralize your proposals and the merge templates that are used to create the proposals, making it easy for proposal team members to retrieve and re-use existing proposal data and merge templates.

Related Topics:

  • Custom and Government (SF) Proposals
    You can produce standard SF254, SF255, and SF330 proposals for U.S. government contracts, or use the Custom Proposals tool to create proposals that are tailored specifically to individual clients and opportunities.
  • Government Proposals Process
    You produce the government SF254, SF255, and SF330 proposals from the Proposal application.
  • Custom Proposals Process
    Use the Merge Templates and Custom Proposals applications to create custom proposals.
  • Data Entry Standards for Proposals
    The Proposals application automates many steps in the proposal process because it retrieves data directly from the Info Center and inserts it into the proposal form.
  • Proposal Firms and Organization Reporting
    Certain considerations come into play if you use Proposals and also use the Organization Reporting feature.
  • 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 opportunities and win contracts.
  • Project Codes
    Vision comes installed with a predefined set of project codes that identify the types of work your firm may perform on a given opportunity or project. Project codes allow you to categorize the types of work you do and then assign fees to each work segment.
  • Proposal Logs
    Use the Proposal Log feature to associate a proposal record with an opportunity record in the Opportunity Info Center.
  • Merge Templates
    Use merge templates to merge Info Center information and information from the Proposals application into a custom proposal document created in Microsoft Word or Adobe InDesign.
  • Merge Codes
    Merge templates contain merge codes that specify the Info Center fields that contain data you want to include in a proposal document.
Parent Topic: Concepts Overview