Launch
Grant Thornton Professional services02893-01Solar Century Africa Energy engineering 73992-01
  1. Getting started
  2. The organization
  3. Project management
  4. Task management
  5. Budgeting
  6. Change management
  7. Resource allocation
  8. Time tracking
  9. Expenses
  10. Clients and invoicing
  11. Financials
  12. Leave tracking
  13. Real-time reporting
  14. Power AI
  15. Proposals
  16. Templates
  17. Integrations
  18. Purchasing
  19. Equipment
  20. Account settings
  21. Open API

Writing the proposal

Step 3, Create proposal, opens once your bid is in. Write the proposal in missionX with mAX, keep working in your own document, or upload the finished file. Use whichever suits the bid.

Engineer it in missionX

Click Proposal Workspace. The opportunity's Proposal activity opens as a full document editor, with pages, tables, diagrams and slides.

Ask mAX to write it. mAX drafts the proposal from the RFP and your estimate: the scope, the plan, the people and the payment milestones, with a timeline chart and a cost and revenue chart drawn from the estimation model. Because it reads the same numbers as your estimate, the proposal never disagrees with it.

Edit it like any document, then export it as PDF, Word or PowerPoint to send.

Tip: The proposal is written on an activity, so the whole bid team can comment, attach files and log time against it.

Shared document

Writing in SharePoint, Google Docs or another tool? Paste the link under Shared document and click Open to go straight to it. Everyone on the opportunity can find the latest draft in one place.

Upload it here

Drop the finished proposal under Upload it here. It is kept in the opportunity's Proposal folder and attached to the Proposal activity, where mAX can read it too.

Next up

Submit it and record the outcome.