Once a new proposal is created, and contacts added, the next step is to add services and generate a proposal document. These can be performed on the same tab under Proposals & Services. There's a lot of flexibility built in so that services can be added on the fly within a proposal document or
As promised, you've been sent a user invitation to Qfactor's demo site so you can 'kick the tires' before buying. Keep a look out for an email from '[email protected].' If you found this post and would like an invitation, email us to request one at [email protected]. Since this is a demo account, we've only
There is nothing more stressful than eking through payroll with fingers crossed, hoping you have enough cash on hand. Of course, businesses sometimes need to operate close to or even in the red, especially during periods of rapid growth, or long-term projects with milestone or progress payments. It’s not sustainable in the long run
In my last blog, I wrote about the importance of setting the scope of a project. This week, I’d like to focus on what “deliverables” are, why to include them in any proposal, and the importance of being specific when defining them. By being clear and upfront about what deliverables you can offer, your
Although estimates are a staple of any solid proposal, they can be the source of numerous headaches. Depending on the scope of the project, preparing potential costs can be tedious and time-consuming. Furthermore, if your initial estimates prove to be inaccurate, a previously professional relationship with a client might turn sour. Yet, with the
In my last blog post, I provided an overall view of the elements of a proposal and how having a clear, accurate proposal can guard against scope creep. Now, I am going to zoom in on crafting individual parts of the proposal. In this post I will focus on the scope of services portion
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