Project Sales and Estimating
Generate Project Proposals and Estimates and Convert to Projects when won.
- Project Sales and Estimating Overview
- Enter Project Proposal
- Configure Project Scopes
- Configure a Proposal from a Template
- Define Resource Rates
- Enter Project Fees
- Enter/ Edit Project Budgets
- Manage Project Scopes
- Reprice a Proposal
- Revise a Proposal
- Generate a Proposal Report
- Conduct Proposal Follow-Up Activities
- Convert a Proposal
- ProjectStream Configurator