Workflows to Hit the Ground Running (Quote > Win > Deliver)

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Presentation transcript:

Workflows to Hit the Ground Running (Quote > Win > Deliver) Client Webinar Series Time to Reach New Heights Workflows to Hit the Ground Running (Quote > Win > Deliver) April 14, 2016

Workflows to Hit the Ground Running (Quote > Win > Deliver) Agenda Workflows to Hit the Ground Running (Quote > Win > Deliver) It all starts with the Estimate Winning Proposals Effortless Project & Budget Creation SOV Creation Vendor Bid Package Inventory Requisition

Workflows to Hit the Ground Running It all starts with the Estimate Winning Proposals Effortless Project & Budget Creation SOV Creation Vendor Bid Package Inventory Requisition Either/Or/Both

Features Estimating Excel Workbook to create Customer Quote document Email Body Templates Quote Templates by Project Type Project created from Customer Quote Project Setup by Project Type Auto Creates the appropriate Documents Upload the Budget BFA Settings by Project Type Import Wizard can import Excel file from the Quote document Revenue components of Quote populates Project Setup Project Setup to Customer Pay Application (Invoice to Customer) Use BFA Billing sheet in SOV Workbook to create SOV Schedule of Value Billing Codes / Subtotals Project Type PAPT Create Vendor Bid Package for Vendor Quotes Add Line Items from Excel Workbook – Auto Import to Items tab

Next Topic 5 Advantages to Using a Template Project Thursday May 12th – 1:00 pm EST Review past Webinars at http://support.spitfirepm.com Have a topic you’d like included in an upcoming Webinar? Send your suggestion to dmcgovern@spitfiremanagement.com