Project Description
This proposal software project focused on a custom web-based application designed specifically for our clientโs business to help them manage every aspect of proposal creation, from item selection to markups and profitability.
As a job management software system, it allows our client to manage their employee user accounts, reset passwords, manage items and consumables, create proposals and proposal revisions, print proposals, sync proposals to QuickBooks Enterprise and manage their projects. It also includes reporting and analytics to track profitability of each proposal and project.
Major Features
- Mobile-friendly, secure web interface: The proposal software system offers a responsive design, ensuring users can access it from any device securely.
- User account management: Administrators can manage employee user accounts, reset passwords, and ensure secure logins for all users.
- Comprehensive proposal management: The platform allows users to build and manage proposal worksheets, job items, costing, and profitability metrics.
- QuickBooks Enterprise integration: Proposals and jobs are synced directly to QuickBooks, enabling seamless control over proposal creation without giving sales teams access to accounting systems.
- Proposal revisions and tracking: Users can create and manage proposal revisions, tracking changes throughout the sales lifecycle to ensure full transparency.
- Advanced reporting and analytics: The proposal software system also automatically generates reports to help analyze key business metrics, providing insights into profitability, project progress, and overall business performance.
Transform Your Business With Custom Proposal and Job Management Software
From streamlining your workflow to scaling your business and managing your employee accounts with custom enterprise software, Pell Software is here to build the right software solution for you. Our software engineers are 100% US-based and are top-rated. Contact us today to elevate your business.
