Proposal Management
Proposal Management enables teams to create, organize, and track project proposals through structured workflows.
It standardizes how proposal documents, versions, and statuses are managed across opportunities.
Proposal Creation and Setup
Create and manage structured proposal records and documents.
Create proposal records
Capture proposal details such as client, scope, and submission date. This establishes a formal proposal record.
Upload and manage proposal documents
Store proposal files and supporting documents securely. This keeps all proposal content in one place.
Organize proposals by opportunity or project
Link proposals to corresponding opportunities. This supports traceability.
Maintain proposal metadata
Record key details such as version, owner, and deadlines. This supports tracking and reporting.
Review and Approval Workflow
Control proposal review and approval processes.
Configure proposal review workflows
Define review and approval stages for proposals. This ensures quality control.
Track proposal status and progress
Monitor draft, review, approved, and submitted states. This improves visibility.
Assign reviewers and approvers
Specify responsible users for proposal review. This ensures accountability.
Maintain audit trail of approvals
Store records of review actions and approvals. This supports governance.
Version and Submission Management
Manage proposal revisions and final submissions.
Track proposal versions and changes
Maintain history of all proposal revisions. This ensures transparency.
Control active and final versions
Identify the latest approved proposal clearly. This avoids confusion.
Record submission details
Capture submission dates and modes. This supports compliance.
Maintain submission history
Store records of past submissions. This supports reference and audits.
Integration and Reporting
Connect proposal data with opportunity tracking and analytics.
Link proposals with opportunity management
Associate proposals with opportunity records. This ensures continuity.
Share proposal data across related modules
Reuse proposal information in bidding and reporting workflows. This reduces duplication.
Feed proposal data into reports and dashboards
Use proposal metrics for performance analysis. This improves visibility.
Support management reviews and audits
Provide structured proposal records for review. This simplifies oversight.
