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Request For Proposal

  • January 25, 2022
  • 2 replies
  • 176 views
J

How to I log and manage Requests for Proposals in Project Management?

Best answer by Kandy Beatty

There doesn’t seem to be a specific proposal in project management, however you could use Project Quotes unless that is not what you are looking for . 

    2 replies

    Kandy Beatty
    Captain II
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    • Kandy Beatty
    • Captain II
    • Answer
    • January 25, 2022

    There doesn’t seem to be a specific proposal in project management, however you could use Project Quotes unless that is not what you are looking for . 

    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
    mike.gillum
    Chris Hackett
    mike.gillum
    Acumatica Moderator
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    • mike.gillum
    • Acumatica Moderator
    • January 25, 2022

    Great answer @kbeatty21. You could always modify the Project Quotes form to meet whatever proposal format you want or need to create. Project Quotes can be accessed directly from the Construction Workspace. The Acumatica CRM module also has additional functionality around opportunities and sales quotes, among many other options. Below you will find a couple of screen grabs around Project Quotes:

     

    Mike Gillum
    joelhoffman
    Kandy Beatty
    Chris Hackett
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