Proposal Management

Provides sales teams with an efficient means to create, manage and track Work Orders, Proposal and Invoices. It Simplifies and automates the process of creating and managing sales documents involving tens and thousand of products. Bzhelp Proposal integrates sales processing end-to-end from closing the deal through invoicing the client and also provides a single point to track and manage Customers, Sales team and Vendors.

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Applications Features

  • Dashboard
  • User Management
  • Customer Management
  • Vendor Management
  • Manage products
  • Product Catalogues
  • Packages of products
  • Bill of Materials
  • Email Campaign Manager
  • Proposals
  • Work Orders
  • Purchase Orders
  • Invoices
  • Predefined Templates
  • Custom Templates
  • Approval workflow
  • Notifications and reminders
  • Extensive Analytics
features