Generate Service Proposal From Agreement
In ProjectStream 365, generating a service proposal from an agreement is a streamlined process that ensures consistency and efficiency. Once an agreement is finalized within the system, users can easily convert it into a detailed service proposal with just a few clicks. The proposal automatically pulls in key information such as scope, timelines, and pricing, minimizing manual data entry and reducing errors. This feature helps project managers quickly provide clients with professional, accurate proposals that align with the agreed terms, accelerating the project kickoff process.
Video
Procedure
- Navigate to Agreements
- Select a Service Agreement in Estimate Status
- Update the Agreement to Open Status
- Click Lines Tab
- Select a service line
- Click Generate Project
