TouchBase-Enquiry & Proposal Management Salient Features
Automates the entire process of generating an enquiry and managing it further through a configurable workflow.
Using enquiry templates enquiry form can be created to capture required information for creating an enquiry.
Securely manages all the documents related to a particular enquiry.
Enables creation of proposal line items linking deliverable milestones to client payments.
Revenue & Billing Plan
A comprehensive budget plan can be created in the enquiry to assess the project profitability.
Contract creation including attachments, amendments, and approvals can be managed. Different combinations of contracts, projects, and POs can be managed.
The communication protocol can be setup using available configurations. Auto generated alerts, reminders, and escalations are sent to the sales team members and other stakeholders.
Different reports and dashboards can be configured to show information related to various aspects of the opportunities and enquiries to aid decision making.
You need software solutions with capabilities, features, and functionalities that are holistic, cover every type of project and every aspect of project management.