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Proposal Builder assembles unlimited client sales
materials, text and graphics into a single, unified proposal through
the use of toolbars, menus, or a Wizard driven process. Text intensive
proposals benefit from the many word processing features in Proposal
Builder, including spell check, track changes, page numbering, headers
and footers, to name a few.
An input screen with an unlimited number of fields
and options populates and formats the entire proposal. Deal specific
data, text and graphics content, font and formatting styles, all
may be revised or updated repeatedly throughout the proposal and
the proposal building process. Proposals may be printed and/or e-mailed.
- Client Branded
- Scalable for expansion
- Administrative interface
- Usage utility - including access security,
and tracking and reporting capabilities
- Database integration
- Complete feature set
- Customized menus, toolbars and input screens
- Save options including .doc, .pdf, and
.html, to name a few
- User tools:
- Search and GoTo options
- Styles library including fonts
- Graphics library
- Customized “Wizards” option
- User Help
- Content sensitive help
- User forums where tips, questions, and
suggestions may be posted and/or found
- E-mail support
- Telephone support
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