New to the Proposal Module

A forum for Deltek Vision CRM & Proposals.
CWHITNEY
Posts: 1
Joined: Wed Apr 19, 2017 9:24 am
Brief Company Description: NXL Construction, Inc provides Construction Management and Surveying services to transportation projects throughout the Mid-Atlantic region.
Deltek Vision Version: 7.0
Number of Employees: 110
Company Position: Marketing Manager
Number of Offices: 0

New to the Proposal Module

Postby CWHITNEY » Wed Apr 19, 2017 9:40 am

Can anyone suggest a comprehensive overview tutorial of the proposal module? I am familiar with Vision but have just recently been tasked with setting up and using our proposal module. Any ideas on a good place to start?

StacieFerrell
Posts: 3
Joined: Mon Feb 20, 2012 3:44 pm
Company: Acuity Business Solutions
Brief Company Description: Acuity is a Deltek Platinum Partner supporting all Deltek Products. We assist clients with implementations, training and customizations.
Deltek Vision Version: 7.0
Number of Employees: 16
Company Position: Consultant
Vision Modules: All
Number of Offices: 0
Year Vision Installed: 2006
Location: Columbus, OH
Contact:

Re: New to the Proposal Module

Postby StacieFerrell » Wed May 10, 2017 8:53 am

Acuity Business Solutions is a Deltek Platinum Partner that assists clients with Vision implementation, training and customizations. We'd be happy to assist you in setting up your firm's Proposal Module.

http://www.acuitybusiness.com/deltek-vi ... ment-forms
Consultant
Acuity Business Solutions - a Deltek Platinum Partner
http://www.acuitybusiness.com/

Acuity services include:
Implementation
Training
Vision 7.x Transition Services
Customization
Data Migration
Application Hosting
IT Health Check-Up


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