Qfactor provides a multitude of options for searching and finding. The simplest and most all-encompassing way is SEARCH ALL. As the name implies, it will search all proposals, projects, and archived. Watch the VIDEO DEMO of “Search All” below (Or follow the screenshots and bullet points below.)
Qfactor provides flexibility in viewing your data with filters and search boxes. Watch this VIDEO DEMO of Filters and Search Boxes, (Or follow the screenshots and instructions listed below). FILTERS Did you know … any column with the up/down arrow means it can be sorted? These appear on
Did you know … Qfactor shows you projects without a Project Manager assigned? Watch this VIDEO DEMO of “Projects without a Project Manager” (Or follow the screenshots and bullet point steps listed below). Select Projects from top menu. Filter by Project Manager. All blanks in the Project
Qfactor allows you to create a new proposal or create a new project. This gives you the flexibility to utilize the proposal features or skip right to projects. Whatever way suits your business needs. This example will walk through Create New Proposal. Watch the VIDEO DEMO of Create New Proposal and Add Contacts (Or follow
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
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