By: Ricardo David Flores
Posted:
Quotes and Proposals Functions & Features
It includes Proposal and quote template library maintenance;Generation of custom proposals and quotes using predesigned templates;Automatic creation of proposal and quote revision history records;Support for multiple currencies;Electronic copies of actual quotes and proposals can be associated with opportunity data records;.. Quotes and Proposals Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Quotes and Proposals Functions & Features for CRM is a Microsoft Excel spreadsheet (.xlsx) featuring a total of 1363 decision criteria. The CRM RFP template allows you to quickly and easily prepare the business, functional, and technical requirements sections of the solicitation package you'll send to CRM software vendors. It ensures for:
- complete response from each CRM software vendor
- deep and accurate evaluation of submitted CRM proposals
- impartial side-by-side comparison of CRM solutions evaluated
- rational and documented selection of the best matching CRM system
