skip to Main Content

Vantagepoint Proposals Webinar: take a guided tour of the new Proposal Process

On Demand Webinar: Vantagepoint Proposals Webinar: take a guided tour of the new Proposal Process and see the new CRM Features

In Vantagepoint Proposals, you can complete the following tasks:

  • Design custom proposals from scratch
  • Create a proposal from an existing hub record
  • Create a proposal based on a template
  • Insert data from Vantagepoint hub records

The Proposals application streamlines the proposal production process, allowing you to:

  • Create custom proposals that are tailored specifically to individual customers and business opportunities
  • Centralize proposal information and create templates that streamline data retrieval and proposal generation
  • Integrate records, fields, images, and other elements directly from the hubs, ensuring data accuracy and consistency
  • Share proposal information and templates with team members
  • Export proposals to PDF format for quick turnaround

 

Vantagepoint Custom Proposals provides a WYSIWYG interface where you can drag and drop elements, such as images, text boxes, and hub records from the Elements pane into the proposal. This interface provides a graphical representation of how the proposal will look and, allows you to design or make changes on-the-fly.

Join us for a guided tour of the fantastic Vantagepoint proposals application!

Click below to watch this Webinar:

Recorded Video

 

Central Consulting Group

CCG serves architectural, engineering and professional services firms across North America, the UK, Europe, Asia and the Middle East by helping them get more out of their software investment. As a Deltek Partner, CCG specializes in implementing, training, tailoring, customizing and integrating Deltek ERP Software; as well as assisting clients with their transition to Deltek Vantagepoint, the next generation of Deltek. CCG also helps their clients solve any challenges and supports them in every step of the project lifecycle.

Deltek Reseller of the Year 2017

Contact Us
Corporate Headquarters
7900 International Drive
Suite 300
Minneapolis, MN 55425

866-511-5710 Toll Free
952-400-5960 Fax

info@centralconsultinggroup.com

Email Newsletter
Sign up for important updates and news.

Copyright © 2020 Central Consulting Group - Privacy Policy

Follow Us

Back To Top