Summary




The Summary tab contains the most widely used fields of all the tracking tabs for logging in proposals. It contains the following number and types of database fields for data capture and reporting:

  • Fourteen single-selection pick-list fields.

  • Five of the 14 single-selection pick-list fields use the same internal contacts pick-list for assigning ownership of the proposal within your organization. You may easily distinguish these fields by the contact card icon to the right of the pick-list. (The Consultant Contact field in is not related to the internal contact list.)

  • One multiple selection pick-list field for products/vehicles.

  • Seven date fields.

  • One checkbox (declined-to-quote). Declined Proposals built-in report available.

  • One text field for Proposal Name.One data entry field for comments or notes that is limited to 250 characters.

  • One numeric value field, which can hold up to 10 numeric characters (numeric only, no letters, currency symbols, decimals or commas)
The following graphics depict the layout of the Summary tab.



Logistics




The Logistics tab contains the following number and types of database fields for data capture and reporting, as depicted in the graphic below.

  • Seven single-selection pick-list fields

  • Seven internal contact fields, all pointing to the same pick list for assigning ownership of the proposal/project to individuals within your organization

  • One data entry field (unlimited)

  • Two date fields



Marketing




The Marketing tab contains the following number and types of database fields for data capture and reporting, as depicted in the graphic below.

  • Five check boxes

  • Thirteen numeric value field, which can hold up to 10 numeric characters (numeric only, no letters, currency symbols, decimals or commas)

  • One date field that can be auto populated with an effective date

  • Two multiple-selection pick-lists for competitive differentiators and competition. Competition pick-list is linked to Follow-up Tab (Who Won)


Outcome




The Outcome tab contains the following number and types of database fields for data capture and reporting.

  • One internal contact field

  • Six date fields

  • Two check boxes

  • Two single-selection pick-list fields

  • Seven data entry fields


Miscellaneous




The Miscellaneous tab is represented below in two graphics and contains the following number and types of database fields for data capture and reporting.

  • Sixteen single-selection pick lists

  • Nine Address fields

  • Three check boxes

  • Twelve date fields

  • One data entry field

  • Five  numeric value field, which can hold up to 10 numeric characters (numeric only, no letters, currency symbols, decimals or commas)

  • Five internally populated tracking fields



Evaluation



The Evaluation tab contains the following number and types of database fields for data capture and reporting.

  • One date field

  • Ten single-selection pick-list fields

  • Three multiple-selection pick-list fields


Assignments




The Assignment tabs is used to monitor RFP assignments made to users for the selected proposal. Please refer to our User Manual for more information on the RFP Assignments tool.