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Documents related to » project quote" template


CRM RFP Template


PROJECT QUOTE TEMPLATE: Customer Relationship Management (CRM) RFP Template covers industry-standard functional criteria of CRM that can help you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template, it is a working document that serves as a knowledge base reference throughout the life-span of your CRM software project. Includes: Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Technical Functionality

Non-manufacturing RFP Template


PROJECT QUOTE TEMPLATE: ERP for the Services Industry (Non-manufacturing) RFP Template covers industry-standard functional criteria of Non-manufacturing that can help you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template, it is a working document that serves as a knowledge base reference throughout the life-span of your Non-manufacturing software project. Includes: Portfolio and Project Management, Resource Planning and Scheduling, Opportunity, Contact, and Contract Management, Time and Expense Management, Financial Management, Budgeting, Costing, and Billing, Knowledge Management, Collaboration, and Analysis, Third Party Integration, Back-office Functionality, Product Technology

FSM RFP Template


PROJECT QUOTE TEMPLATE: Field Service Management (FSM) RFP Template covers industry-standard functional criteria of FSM that can help you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template, it is a working document that serves as a knowledge base reference throughout the life-span of your FSM software project. Includes: Customer Engagement Management, Contract and Warranty Management, Work Order Management, Inventory, Logistics, and Parts Planning, Workforce Forecasting and Planning, Scheduling and Routing, Integration, and Analytics &Reporting and Technical Functionality

SFA RFP Template


PROJECT QUOTE TEMPLATE: Sales Force Automation (SFA) RFP Template covers industry-standard functional criteria of SFA that can help you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template, it is a working document that serves as a knowledge base reference throughout the life-span of your SFA software project. Includes: Management of opportunities, sales forecasting, leads, accounts and contacts, activities, territories, contracts, quotes and proposals, partners, analytics, reporting, and more

ERP for Services (Non-manufacturing) Software Evaluation Report


PROJECT QUOTE TEMPLATE: ERP for Services (Non-manufacturing) Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision.

Customer Relationship Management (CRM) Software Evaluation Report


PROJECT QUOTE TEMPLATE: Customer Relationship Management (CRM) Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision.

Sales Force Automation (SFA) Software Evaluation Report


PROJECT QUOTE TEMPLATE: Sales Force Automation (SFA) Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision.

ERP for the Oil and Gas Industry (Upstream) Software Evaluation Report


PROJECT QUOTE TEMPLATE: ERP for the Oil and Gas Industry (Upstream) Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision.

Quoting and Costing for Multiple Units of Measure
A common need of plastics producers is real-time shop floor production monitoring. This serves many purposes, including tracking cycles on tools or machines, data collection, precision measurement, analysis and reporting, gage management, and material usage and labor tracking.

PROJECT QUOTE TEMPLATE: pulled into a user-definable quote template, and virtually instantly e-mailed, faxed, or printed. A bag and film processor feature should enable users to use the quoting application to quote from the market price table, build quotes by process (extrusion, printing, slitting, and the like), and capture the costs by process. They should also be able to incorporate such factors into their quotes as mill, width, length, side trim, header, lip and side or end gussets, and more. Additionally, they must have
9/7/2006

ERP for Mill-based and Material Converting Environments Software Evaluation Report


PROJECT QUOTE TEMPLATE: ERP for Mill-based and Material Converting Environments Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision.

How to Choose a Service and Maintenance Application
Your Challenge: Get Decision Makers' Approval for Service and Maintenance Application. Specific, Measurable, Achievable, Relevant and Time-Bound. If you’re not using a service and maintenance application, you may have reached the point where manual systems no longer support the pace of business. Where to start? You should know the five important questions to ask before implementing. The ten essential features to look for. How to prepare for product demonstrations. And the five most common mistakes people make.

PROJECT QUOTE TEMPLATE: jobs from previous jobs, quotes, or templates? Do you notify your employee by e-mail about outstanding jobs? Do you want to graphically view job and employee schedules together with resource loading information? Do you track estimated against actuals for quantities, costs, and revenue? What forms do you need to print, i.e., invoice, credit note, picking slip, job card, confirmations, quotes, etc.?   Five Common Mistakes People Make When Choosing a Service and Maintenance Application Mistake #1: Not
1/25/2007 11:14:00 AM

Made2Manage Systems One Year After : Reenergized and GrowingPart Two: Future Direction
Made2Manage focused on enriching the software ownership experience for its customers--to the point where they sometimes even volunteer to influence prospective buyers.

PROJECT QUOTE TEMPLATE: pulled into a user-definable quote template and virtually instantly e-mailed, faxed, or printed. Since the feature is a fully integrated component of TMM v.9, sales orders can be created from within the quotation page, and customer information updated, without the need for any duplication of data entry. Incidentally, TMM v.9 allows users to go directly from a quote to the BOM, and users can develop unlimited quotes for each customer (and extensive what-if quoting scenarios) and produce customizable quote
2/23/2005

Quote-to-Order (Q2O) Systems Software Evaluation Report


PROJECT QUOTE TEMPLATE: Quote-to-Order (Q2O) Systems Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision.


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