new

Compare proposal scenarios, export SOW decks, and carry dates into delivery

Feature overview

Three updates to CRM proposals:

Compare proposal scenarios by role.
When an opportunity has more than one proposal, compare 2–5 of them side by side. Each role shows hours, price, cost, margin and margin %, with differences from a baseline you choose. Cost and margin need permission to see cost rates.
Download a proposal as a PowerPoint SOW deck.
Get a .pptx with a title slide, scope, estimate by role, fees, investment summary, billing schedule and terms. The deck shows prices and hours only, never cost or margin.
Set project dates from the signed proposal.
Add a project timeline to a proposal. When the client accepts, the delivery project gets those start and end dates. Dates already on the project are never overwritten.

Where to find it

Compare: opportunity →
Estimate
tab →
Next steps
→
Compare scenarios
.
PowerPoint:
Download PowerPoint (.pptx)
in the proposal header.
Project dates: an admin turns on
Settings → Apps → CRM → Set project dates from accepted proposal
. Then set dates under
Terms → Project timeline
on the proposal.

Who it helps

Sales and account teams building proposals, and delivery teams who need projects to start with the right dates.