CRMworx Proposal Generator

Related Topics:

•	Adding & Changing Proposals

•	Adding & Changing Items

Orders and Proposals may be accessed through the Admin User menu options or the Account Mgr/Rep menu options.

showproposals

CRMworx is a very flexible proposal or quote creation tool, which provides the end-user many options for multiple products, discounts, payment options and sales taxes. Here are some highlights of CRMworx as a quoting tool:

•	Bill To and Ship To Addresses

•	Discount by Item or Order

•	Option to include special contract terms

•	Progress Payment Options

•	Detailed Table for Item Listing or Bill of Material and Labor

•	Option to Calculate Lease Payment

•	Option to add over-time rates

•	Option to create a trade-in schedule

•	Option to calculate commissions and to create a commission voucher and statement

•	Option to include Scope of Work and Job Task for Project Management

•	Option to include Sales Forecasting Data and Sales Lead Tracking

Help url: http://www.crmworx.us?crmworx_proposal_generator.htm