New feature: Proposals
At YPM, we don’t want to stop at defining projects; we want to accompany the user through to the final stage of the process: developing and sending offers.
That’s why we’ve added a new section to the side menu: Offers. From this section, you can create, edit, and delete the offers you need to propose a contract to potential clients.
Offer creation
When accessing the offers section, the user will see a “Create offer” button at the top right of the screen.
After clicking on the button, the screen will display a form to be filled in with the relevant details of the offer to be created.
In this form, you must fill in the name of the offer (e.g., Web platform development and maintenance offer), the name of the client (e.g., YPM Corp.), and you have the option to select a project and definition from those existing in YPM.
Selecting an existing project and definition in YPM will allow you to fill in the Budget Data fields at the bottom with the data defined in the project, within the Budgets area.
The user is allowed to modify any of the imported data, as well as define a discount percentage on the price established in the initial offer.
Once this section has been completed, the user can move on to defining the sections included in the offer document.
In this section, the user can include as many sections as they deem necessary in the offer by clicking on “Add section.”
After clicking, a new section will appear where the user can include a section title as well as the desired content in each section.
Once the necessary sections have been added, click on the “Create offer” button at the bottom, which will redirect you to the main screen where the offers are listed.
From this screen, the user can download the offer document, edit the data entered in the offer, delete the offer, or duplicate it in a new record.
Filters in creation flow
This new version includes search filters for different categories in each of the project definition sections.
Number of hours estimated
In the task definition section, within the Estimate step, an indicator of the number of hours associated with the tasks being viewed has been included. If the user applies a filter on the screen, the subtotal of hours corresponding to the tasks that meet the filter criteria will be displayed.
