In my last post, I described how to set clear expectations in the scope of services section of your proposal. Expectations can be further clarified in the “exclusions” portion, in which you describe to your client what you aren’t going to do. Sounds a little weird in a proposal, right? However, exclusions are just another
Statuses can be very powerful and a helpful tool in project management. Qfactor provides a number of ways to manage by status including: Status Chart, Proposals/Projects Views, and Search All. Following are examples of each. And at the end is a tip on how to quickly update a status. Watch the VIDEO DEMO of “Manage by
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