Proposal Module:
On client Request for proposal (RFP)/Request for quotation (RFQ) for a project user has to perform a detail study of the design and create a Bill of Quantities (BoQ). On obtaining the BoQ, a proposal is created keeping in view factors related material & work, time and material price volatility.
BoQ:Expedite creation by Import from Excel, or copy from similar proposal/project or copy from templates.
Costing & Sales Screens: Information confidentiality from sales and procurement (costing) team is maintained.
Costing & Pricing: Segregate cost and price to material and work (labor), freight, packing & forwarding charges, miscellaneous charges and taxes.
Client Item Details: Associate Client Item code/task and description and also specify additional descritption of item.
Approval Process: Multi-step approval process. Iterations of Submit for approval and reviews and finally approve.
Change Control Management: Amend Proposal during Technical/Design/Financial bidding and track changes.
Conversion: Once the Proposal is finalized convert the same into a project.
Customization of Screen: Data Grids can be customized as per user preferences.
Export to Excel: Data Grids information can be exported to Excel spreadsheet.
On client Request for proposal (RFP)/Request for quotation (RFQ) for a project user has to perform a detail study of the design and create a Bill of Quantities (BoQ). On obtaining the BoQ, a proposal is created keeping in view factors related material & work, time and material price volatility.
BoQ:Expedite creation by Import from Excel, or copy from similar proposal/project or copy from templates.
Costing & Sales Screens: Information confidentiality from sales and procurement (costing) team is maintained.
Costing & Pricing: Segregate cost and price to material and work (labor), freight, packing & forwarding charges, miscellaneous charges and taxes.
Client Item Details: Associate Client Item code/task and description and also specify additional descritption of item.
Approval Process: Multi-step approval process. Iterations of Submit for approval and reviews and finally approve.
Change Control Management: Amend Proposal during Technical/Design/Financial bidding and track changes.
Conversion: Once the Proposal is finalized convert the same into a project.
Customization of Screen: Data Grids can be customized as per user preferences.
Export to Excel: Data Grids information can be exported to Excel spreadsheet.