Create Proposals for Organizations
You can create detailed proposals tailored to specific campaigns, projects, or fundraising initiatives. Each proposal is linked to the respective organization, allowing easy tracking and management of multiple proposals across various entities. Supporting documents can be uploaded directly to the document library for organized record keeping.
Track Ongoing Tasks
Once a proposal is created, assign and track tasks associated with it. Tasks might include follow-ups, revisions, or approvals. The system keeps you informed of all ongoing tasks, their status, and upcoming deadlines, ensuring no critical action point is missed.
Reporting on Proposals
Comprehensive reporting tools provide insights into all proposals. Generate reports showing the status of each proposal, including whether it is pending, approved, or rejected, along with the next task or deadline. This helps maintain a clear overview of ongoing proposals and their progress.
