Discover the Proposal Builder App in action! This comprehensive demo showcases how the app simplifies proposal creation, estimation workflows, and versioning. Learn how to create proposals, use estimation templates, manage versions, and recalculate totals with ease. Perfect for businesses looking to improve presales processes and boost efficiency. Whether used as a standalone app or integrated with Microsoft Dynamics 365 Sales, Proposal Builder empowers your team to deliver accurate, professional proposals every time. Watch the full demo and see how it can transform your proposal management process
Chapters:
0:00 Proposal Manager Dashboard
2:31 Proposal Form and Process
5:50 Create Estimation form Template
8:45 Estimation Details
13:50 Estimation Versioning
18:15 Project Totals (Efforts)
20:00 Team Members
21:50 Estimation Factors, Phases and Subphases
25:50 Conclusion