Proposal Builder App

In today’s fast-paced business environment, creating and managing proposals efficiently is a critical part of the presales process. The Proposal Builder App, a Power Apps model-driven solution, is designed to simplify and optimize this process. Whether you’re a sales representative, a presales consultant, or a project manager, Proposal Builder empowers you to create, manage, and refine proposals and estimations seamlessly.

For a quick introduction, check out the video below.


Some screenshots from the app:


Who Is It For?

The Proposal Builder App is ideal for:

  • Sales Teams: Streamline the creation of professional proposals for potential clients.
  • Presales Consultants: Generate accurate project estimations using pre-built templates and version control.
  • Project Managers: Maintain oversight of proposal progress, milestones, and approval workflows.
  • Business Leaders: Gain insights into the presales pipeline with reporting and analytics dashboards.

Key Features and Functionalities

1. Proposal Management Dashboard

  • A centralized hub to manage all active proposals.
  • View key details such as status, deadlines, and milestones at a glance.
  • A visual funnel that tracks proposals across phases, helping identify bottlenecks and prioritize tasks.

2. Structured Proposal Creation

  • Guided workflows ensure consistency and clarity in your proposals.
  • Easily enter client information, project scope, and other critical details.
  • Integrated checklists help ensure completeness and accuracy before submission.

3. Estimation Creation and Management

  • Use pre-built Estimation Factors to create accurate and consistent project estimations.
  • Customize templates for tasks like project management, customization, and coding.
  • Save time with reusable components that align with your organization’s workflows.

4. Version Control for Estimations

  • Clone and refine existing estimations to create new versions as requirements evolve.
  • Track changes over time and revert to previous versions if needed.

5. Framework Setup

  • Organizes proposals into phases and subphases, ensuring a structured workflow.
  • Supports estimation details built on predefined effort values to ensure consistency across teams.

6. Advanced Reporting and Dashboards

  • Visualize proposal progress, milestones, and success rates.
  • Gain insights into proposal-to-win ratios and the overall efficiency of your presales process.

7. Collaboration and Accessibility

  • Share proposals and estimations across teams with ease.
  • Integrates seamlessly with Dynamics 365 Sales, ensuring all presales data is connected.

How Does It Help?

The Proposal Builder App addresses key challenges in the presales process:

  • Efficiency: Save time with guided workflows and reusable templates.
  • Accuracy: Avoid manual errors with structured proposal creation and estimation tools.
  • Transparency: Provide visibility into the status and progress of proposals.
  • Flexibility: Handle evolving requirements with estimation versioning.
  • Collaboration: Align sales and presales efforts for seamless teamwork.

Real-World Applications

Here are a few scenarios where the Proposal Builder App shines:

  • Creating Proposals for Large Projects: Quickly compile detailed proposals with accurate estimations for client presentations.
  • Managing Proposal Versions: Use versioning to track changes in requirements or refine estimations for recurring projects.
  • Pipeline Insights: Use dashboards to analyze the efficiency of your team’s proposal efforts and identify areas for improvement.

For more details about its functionalities check the video:

Download the Proposal Builder Solution

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