Working with Proposal Writer (Optional Functionality)

Proposal Writer allows an outsourcer to create and manually deliver a proposal to a client outside the Noosh system. The client then reviews the proposal and either accepts, changes, or rejects the proposal and relays that information back to the outsourcer. If the client requests changes, the outsourcer can make any changes needed and create a new version of the proposal. Once a proposal has been accepted, the outsourcer can then award orders and create an invoice for the client (for delivery outside of Noosh).

Enabling Proposal Writer

Your Noosh system administrator must enable Proposal Writer before you can create and send proposals to clients outside the Noosh system. Contact you administrator to get this functionality enabled for you account.

 

Configuring Proposal Writer

Once your system administrator enables Proposal Writer for your account, you must configure the Proposal Writer options before you can begin to make use of the new features provided by Proposal Writer.

To configure Proposal Writer:

  1. Click Admin on the top navigation bar, then click My Group.
  2. Click Proposal in the Procurement and Spec Options section.

 The Proposal page appears.

From this page, you can create proposal categories, proposal logos, and proposal templates.

To create a proposal category:

  1. Click Create Proposal Category....The Create Proposal Category page appears.
  2. Enter a name and description for the category and click Create.

The new category is created and is listed on the Proposal page.

To create a proposal logo:

  1. Click Create Logo....The Create Logo page appears.
  2. Enter a logo name and browse to the location of the file you want to use as the logo.
  3. Click Create.

The new logo is created and is listed on the Proposal page.

To create a proposal template:

  1. Click Create Proposal Template....The Create Proposal Template page appears.
  2. Enter a template name and any other details you want to appear on the template.
  3. Click Create.

The new template is created and is listed on the Proposal page.

 

How to Create a Quote

The Proposal Writer option allows you to create a quote for a proposal for a client that is outside the Noosh system.

Note: You must create the profile for the client in the Admin section before you can create a quote for the client. For more information, see How to Add a Client.

To create a quote:

  1. Navigate to the Project Home page.
  2. Click Quotes in the Project menu.

Note: The Quotes menu option will not be visible unless you have created a non-Noosh client in the Admin section. For more information, see How to Add a Client.

  1. Click Create Quote....

The Create Quote page appears.

  1. Check the box(es) beside the specs you want to include in the quote.
  2. Click Continue.

The Create Quote Details page appears.

  1. Fill in the quote details. Any fields in red are required fields. If a price breakout is included in the spec you selected for the quote, the price breakout will appear on the Create Quote Details page. For more information on creating a price breakout, see How to Create Price Breakouts.
  2. Click Save Quote.

The quote is saved to the Quote List.

 

How to Create a Proposal

You can use the Proposal Writer functionality to create a proposal for a client that is not is the Noosh system.

To create a proposal:

  1. Navigate to the Project Home page.
  2. Click Quotes in the Project menu.

Note: The Quotes menu option will not be visible unless you have created a non-Noosh client in the Admin section. For more information, see How to Add a Client.

  1. Click Create Proposal....

The Select Quote and Proposal Template page appears.

  1. Check the quote you want to include with the proposal. For more information on creating a quote, see How to Create a Quote.
  2. If you want to use a predefined proposal template for this proposal, select the template from the Select a template drop-down list. Otherwise, leave this field blank.
  3. Click Continue.

The Create Proposal page appears.

  1. If you are satisfied with the details of the proposal, click Save. If not, make any changes you require and then click Save.

The proposal is saved and the Proposal Details page appears.

At this stage, you can click Export to Word 2003 to export the proposal to Word 2003. You can also click Edit to edit and update the details of the proposal.

 

 

 

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