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Celebrating 20 Years

Eagle Software - Proposals
   
 

The Proposals module within EBMS is a sales tool that can be used to create customer proposals and quotes. Sales orders can be directly created from these proposals or quotes. This module can also be used to price a set of items based on a markup on the cost of a user-defined price and list standard sets of inventory items that are duplicated and altered to meet the customer’s specifications.

   Proposals  
Online Help   Screen Shots
Features
  • Records and prints an unlimited number of proposals for any customer
  • Allows easy sales order creation from a proposal
  • Maintains a proposal status such as open, closed, or accepted
  • Includes powerful tools that allow pricing can be derived from a specific price level or percentage
  • Proposal templates can be created for standard jobs or items
  • Proposals will print only relevant Information for the customer but store detailed information for the sales person
  • Markup and profit percentages are conveniently displayed
  • Perpetual costs or the most recent costs can be used to calculated proposal amounts
  • A large memo is available to describe the proposal contents in detail
  • Proposals include important details such as pricing, sales person, dates, job, etc.
 
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