Enquiry & Proposal Management

TouchBase Enquiry & Proposal Management software module provides an end to end proposal management right from the opportunity identification to deal closure. It provides an easy way to digitise revenue plan and also the budgeted costs. Its workflow based process automation further helps in tracking the different stages and the sale funnel. This module is integrated to project management to provide an end to end Quote to CASH solution.

Enquiry & Proposal Management

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.

Product Glimpses

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