Proposals
Create, review, and send proposals, convert them into projects, and bill via the Invoicing module.
By Gideon 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.