Credence Analytics - Manual for Proposals from Proposal template

Objective : To ensure Standard, better accuracy and the need for standardization of Proposals being sent to prospects from the Organization.

Aim : Overall Standardization and control over matter and content , Scope & Bill of Material Committed.

Process & Activity to be performed : Proposal Template is maintained under the control of Finance & Compliance.

Link for Access to the Proposal Template.

Sales Personnel to go to Sales Folder accessible from their Drive : https://drive.google.com/drive/u/1/folders/0APOLga6nSCKaUk9PVA

Folders are created in the name of Each Sales Team Member and all their docs are maintained therein. 

The Sales Member can click on their Folder and then Click on New Tab on the left hand side Corner. 

From the Drop Down select Google Docs, select From Template. 

Under Contracts, On boarding and other Forms : Templates owned by Finance is Maintained :

1. AMC Template 

2. Template for Customization 

3. Template for New License Sale (India) 

4. Template for License Sale (International) 

Copy the Template, you want in your folder. Sales Team cannot edit on the link or make changes on the Template Document. 

You need to make a copy of the template in your Folder and then incorporate the changes as per your Proposal requirements. 

Edits are not allowed including deletion or inclusion of any term. 

Any observations, please bring to the notice of Finance team to edit.