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Proposals and Contact Management

part of the Bluegrass for Windows product line, by Bluegrass Technology, Inc.

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Proposals provide standard and individualized formats to present to prospective customers. Formats can be based on simple text approach, or can draw from a database of material and labor items. Both types can draw on pre-defined descriptions, which can be modified for a specific proposal.

The features include:

  • Fully integrated to setup Work Orders and Service Contracts.
  • Text and Line-item formats.
  • No limit to the number of formats defined.
  • Boilerplate entries are user-defined
  • Separate Proposal database serves as a marketing tool.
  • On acceptance of Proposal, Work Order or Service Contract can be created.
  • Proposals can be generated from Work Orders.
  • Links to Act, Goldmine and other management software.
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