If you’re finding it difficult to manage your business proposals, there’s an easy way to keep track.
The Proposals tool also has the following benefits:
- Attach any documents to the proposal line item, which allows storage of all relevant information in one secure location
- Store product prices and labour rates – results in seamless quoting capability
- Import existing .xls quotes into the proposal – minimises any duplication of data
This is especially useful for early-stage businesses or government organisations that rely heavily on funding through grants and business cases. If your business falls into these categories, contact Fortix to talk about how we can customise ‘Proposals’ for your specific needs.