Proposal & PO Tool

With ProjX360’s Proposal Generation Tool you can quickly and easily create proposals anytime, anywhere. Our user friendly UI allows you to create professional & accurate proposals very quickly, so you can get them to your potential customer and close the deal.

Proposal Contents

ProjX360’s Proposal Generation Tool includes the ability to create custom system packages that fit how you do business. So, if you sell the same 7.1 surround sound system you can save time having to build that on the fly for each proposal by just creating it one time with all the parts & labor then save it as your “Favorite 7.1 Package” in your package manager. Now on future proposals just drag it into your proposal where it populates everything quickly and easily in one shot. You can also assign accessories to products saving you time and help eliminate forgotten “needed” items. For example, on a television you can assign a wall mount, HDMI cable, emitter, etc. to it so every time you drag it into your proposal you will be prompted asking if you want these accessories automatically added. This will reduce your sales team missing all of the small accessory products that costs your company money and causes production delays. Instead by having these products configured properly, you will increase your sales revenue and have happier customers. To make sure your labor is bid accurately you can assign a labor phase and labor hours to a product so that every time that product is dragged into the proposal that labor phase and labor hours come with it.


ProjX360 is integrated with SupplyStream for your product database and Purchase Order distribution & tracking. You don’t have to worry about keeping your product database up to date; it’s all done for you, including your specific costs, product information and specifications. Our Purchase Order integration streamlines your ordering process by leveraging SupplyStream’s robust vendor integration to distribute and track your Purchase Orders also saving your money be aggregating orders to single vendors to save on shipping and bulk discounts when applicable.

Proposal Packages

Proposal Settings

Already have the items stocked locally or from a specialized vendor? No problem, you can also manually create one off PO’s in ProjX360, track when they are opened by the supplier and get updates from them as the order process through their system and they update with our single point vendor access.

Our Proposal Generation Tool’s custom reporting allows you to customize your proposals, create pick lists from them, see what has been ordered, what you have received, what is in your pipeline and much more.



Proposal Settings

Proposal Settings



Building a Proposal

Building a Proposal

 
Create Finished
Proposal Report

Create Finished Proposal Report