Marketing Aids in Total Activity Control 2005

Proposals

The proposal feature has been enhanced so that the line charges are created normally and are converted to a proposal at invoice generation.  Both invoice search and line item charges identify proposals.

 

• Print your proposals on any invoice.

• All sales and financial documents ignore proposal invoices.

• System defaults hold proposal keyword so it can be changed for localization.

• Easily convert a selected proposal to a "real" invoice using the right-click action menu.