The system allows you to efficiently create, manage, and track proposals for organizations, ensuring that you stay on top of tasks and deadlines related to each proposal.
You can create detailed proposals for organizations within the system, tailored to specific campaigns, projects, or fundraising initiatives. Each proposal is linked to the respective organization, allowing for easy tracking and management of multiple proposals across various entities. Supporting documents can be uploaded to the document library.
Once a proposal is created, the system enables you to assign and track tasks associated with it. These tasks might include follow-ups, revisions, or approvals. The system keeps you informed of all ongoing tasks, their status, and any upcoming deadlines, ensuring you never miss a critical action point.
The system offers comprehensive reporting tools that provide insights into all proposals created. You can generate reports that show the current status of each proposal, including whether it is pending, approved, or rejected, along with the next task or deadline. This helps you maintain a clear overview of all ongoing proposals and their progress.
