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| Bid/Proposal Management Module |
With the Bid/Proposal Management module, businesses can streamline workflow from takeoff to cash, and so better monitor, control, and improve productivity and profitability.
With this tool, you can equip the business areas of estimating and job cost accounting to seamlessly share information so your business can achieve true analysis of bids and streamline workflow, including proposals, budgets, billing, purchase orders, and more.
By integrating with – Bid/Proposal Management allows you to integrate Management Suite with Maxwell Systems’ estimating solutions – Maxwell Estimation™ or ProContractorMX™ – so you can speed and simplify the entire job process workflow from takeoff and estimate, through bid and proposal, through project management and accounting, until job close and cash, and then deliver analysis of each job and the company’s work as a whole to improve future decision-making. |
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With Bid/Proposal Management, you can:
- Easily generate proposals for reporting, comparison, and forecasting. With custom proposal creation and various reporting options, achieve streamlined proposal management and greater insight into pipeline activity, anticipated workloads and workflow from a won bid, and “what if” scenarios.
- Quickly create bid file and access bid details. Easily access materials and subcontract bid items for buying out of the job. Database tracking of bids captures prospect, bid type, lead source, bid due date, and bid stage/status, which enables up-to-the-minute insight of company activity and improved planning. Also analyze and manage bid process by generating alerts and reviewing bid performance.
- Automatically create budgets and billing schedules. Eliminate redundancies and errors while speeding workflow from bid information into purchase orders, subcontracts, etc. Improve visibility of complicated projects and gain better control of profitability on every job. Assign project manager and build necessary information about each job, such as customer details, task codes, payroll and billing information, estimate details, buyout information, and more.
- Analyze and manage job performance to bid. View profit analysis at bid point and current position of job, as well as compare original bid estimate to current job estimate, to better examine profit and cash flow.
- See job performance at a glance and analyze profit and cash flow with the Business Center view. Examine profitability at bid point and current position of job; compare original bid estimate to current job estimate; and review bid performance by wins/losses and by estimator or lead source or bid type; and consider information in spreadsheet presentations or visual graphs.
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