Would you be able to increase productivity, reduce errors, improve efficiency and create more accurate proposals if you could:

  • Import customer contact data from your CRM database
  • Easily retrieve relevant data about previous projects for that customer and/or that geographic location
  • Generate a printable and e-mail ready .PDF proposals on your company letterhead
  • Choose from a drop down menu of dozens of proposal templates with specific text for each category
  • Create automatic invoices based on fix-price or time & material activity (progress payment tracking)
  • Retain all key documents (maps, photos, etc.) generated during the project from start to finish?

If you think an automated proposal and workflow solution would save you time while adding value to your business, send us a message for an online demonstration.

[email protected] 

This Content Originally Published by a land surveyor to Land Surveyors United Network

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Replies to This Discussion

A good proposal should include the following: cost elements, conditions and exceptions. 

Our solution provides:

      -Automation for estimating the costs that are shown in a proposal

      -Generated proposal references attachments for statement of work and any RFQ.

      -Facilitates attachment of you in-house documentation

      -Introduction and summary paragraphs that can be edited for any single proposal

Agile Business software helps complete estimates and capture research in a fast, easy-to-use interface with input forms similar to entering data in a spreadsheet.


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