Proposals, Quotes & Estimates
are all built in the Order Module allowing all departments to participate in the assembly of the proposal by allowing each department to contribute along the way while Sales oversees the process.
-
Once you’ve uploaded your product SIF or imported an Excel spreadsheet, uploaded documents, estimate your PM, Design and/or Operations labor, IQ will automatically generate the proposal with the appropriate Terms and Conditions, even automatically creating subtotals for commonly tagged products to help you present the proposal with minimal effort.
-
Ultimately, your proposal needs to present all products, expenses and labor for all departments to the customer in one, well-organized document. IQ’s order module utilizes Groupings to clearly segregate line items for subtotaling at any level necessary to help the customer understand what you are selling.
Because the customer will eventually pay for all associated line items, IQ’s ability to evaluate a proposal and build invoices related to deposits, progress bills and final invoices, providing cumulative invoicing along the way, make having all proposal items in one record the ultimate in efficiency.
-
SIF Imports
Groups
Tag Subtotaling
Product Catalogs
Order Line Item Pictures
