Watch Naomi and Frank discuss bid proposals, financial projections, and e-signatures for a new opportunity.
  • PSA Horizon Series Episode 2: Proposals & Bidding
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With this Professional Services Automation (PSA) episode:

  • Learn how to create and modify proposals in just a few clicks
  • Leverage Planisware's predictive modeling capabilities to estimate success probabilities
  • Explore how to better collaborate and get faster approvals 
  • Get real-time financial monitoring dashboards for ongoing and upcoming projects 

 

In other episodes of this PSA Horizon Series, we cover:

  • Episode 1: "Intake Management" dives into the intake process for a new opportunity, to build a winning proposal.

 

 

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