ProjectStream 365 Support
  • Sales
  • Project Management
  • Service
  • Purchasing & Inv.
  • Time & Expense
  • Billing
  • Mobile

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
  • Conduct Proposal Follow-Up Activities
  • Convert a Proposal
  • ProjectStream Configurator

Categories

  • Manage Project Leads
  • Project Sales and Estimating
  • Manage Customers
  • Contract Administration
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