Proposal Builder is a Power Apps model-driven app that helps you manage proposals and create estimations quickly using pre-built templates. With an intuitive interface and modular design, it streamlines proposal workflows by leveraging configurable phases, templates, and detailed estimation factors, ensuring consistency and efficiency for projects of any complexity.

Key Features:

Proposal Creation: Quickly create and manage proposals with structured estimation templates, configurable phases, and detailed estimation factors for a streamlined workflow.
Detailed Estimations: Capture effort across design, customization, coding, training, documentation, and project management with granular breakdowns.
Estimation Versioning: Create and manage multiple versions of estimations to track changes, compare options, and refine proposals.
Customizable Estimation Templates: Save time and ensure standardization by using ready-made templates for different project types.
Business Process Flows: Track your proposals through key stages, from initiation to submission, with visual progress indicators.
Seamless Integration: Easily integrate with Microsoft Dynamics 365 Sales or use as a standalone Power Apps model-driven app.

The Proposal Process is a guided workflow (Business Process Flow) covering multiple stages of proposal creation, from initiation to submission. This ensures that teams follow a standardized and structured approach, improving collaboration and reducing errors.

Proposal Builder introduces the concept of Estimation Templates, enabling users to leverage reusable building blocks of deliverables, referred to as Estimation Factors, for different project phases. These factors store average work effort estimations within your organization (e.g., how much time is typically required to build a form, configure an Azure VM, or set up a SharePoint site). This makes the estimation process not only faster but also more accurate and consistent.

With Estimation Versioning, users can easily create new versions of existing estimations by cloning them. The version management system ensures that older versions are automatically inactivated, enabling teams to track changes, compare iterations, and refine their proposals over time.

Additionally, Proposal Builder includes the ability to recalculate totals on proposals with a single click. This feature automatically updates key metrics, such as total project days and costs, after making changes to estimations or project details.

Whether used as a standalone Power Apps model-driven app or integrated with Microsoft Dynamics 365 Sales, Proposal Builder complements Dynamics 365 by adding robust presales capabilities. It is the ideal solution for organizations seeking to enhance their presales processes, streamline workflows, and improve operational efficiency when managing and estimating implementation projects.

Whether used as a standalone Power Apps model-driven app or integrated with Microsoft Dynamics 365 Sales, Proposal Builder complements Dynamics 365 by adding presales capabilities, specifically for managing estimations and proposal workflows. This makes it an ideal solution for organizations looking to enhance their presales processes and improve overall operational efficiency when estimating implementation projects.

Proposal Builder

by Aldan Business Solutions