Proposals
Create, review, and send proposals, convert them into projects, and bill via the Invoicing module.
By Christian and 2 others3 authors7 articles
- Feature Overview – ProposalsAn overview of all features of the Proposals module.
- Basic Settings – ProposalsConfigure number range, permissions, email sending, review obligation, and follow-up reminder.
- Master Data – ProposalsManage text blocks, categories, keywords, mail templates, workflow permissions, and letter paper.
- Proposal TemplatesCreate, manage, and use reusable proposal templates including T&C attachments.
- Create and Send ProposalsMaster data, item types, text blocks, create document, and send proposal by email or letter.
- Calculate Proposals under HOAICalculate architect and engineer fees under HOAI with service profile, fee zone, and service phases.
- Transfer Proposal to Project and InvoiceTransfer a commissioned proposal into a project, bill it, and use the Rework action when needed.