In order to win projects it is critical to send accurate and compelling proposals on time. A successful proposal will more often than not result in a sale. Project Pipeline allows you to effectively manage your proposal process by helping you track activity before and after the proposal has been submitted, ultimately making it easy to submit a more successful proposal!
Project Pipeline makes it easy to manage and maximize the value of your proposal by allowing you to:
- Schedule and Track Delivery of Proposals – with Project Pipeline you can easily set a specific date and time for your proposal to be messaged and you can then track successful delivery.
- Upload Proposals Created in Other Tools – If you currently use a software package to create proposals, Project Pipeline will enable you to simply upload them and track them within the Project Pipeline workflow.
- Create “Industry Standard” Proposals – Project Pipeline gives you access to the tools and information you need to create proposals that exceed industry standard proposals.
- Create or Upload a Catalog of Products and Services – Project Pipeline’s flexibility allows you to create and save catalogs so you can save information for future proposals and track the services you quote.
- Ensure that Proper Proposals are Sent at the Correct Time – By utilizing Project Pipeline’s Proposal Verification Work Flow you have everything you need to time your proposals just right.
- Quickly Access Proposals – Because your proposals are related to the project/client, you can quickly and easily access the information you need should questions or issues arise.