| EBMS Software
Proposals
The Proposals Module within EBMS is a sales tool that can be used to create customer proposals and quotes. Sales Orders can be directly created from these proposals or quotes. This module can also be used to price a set of items based on a markup on the cost of a user-defined price and list standard sets of inventory items that are duplicated and altered to meet the customer’s specifications.
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| Main Features |
- Records and prints an unlimited number of proposals for any customer
- Allows easy sales order creation of a proposal
- Maintains a proposal status such as open, closed or accepted
- Includes powerful tools that allow pricing can be derived from a specific price level or percentage
- Proposal templates can be created for standard jobs or items
- Proposals will only print relevant information for the customer but store-detailed information for the salesperson
- Markup and Profit Percentages are conveniently displayed
- Perpetual costs or the most recent costs can be used to calculate proposal amounts
- A large memo is available to describe the proposal contents in detail
- Proposals include important details such as pricing, salesperson, dates, job, etc
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