Quote a project or produce a reference
When you do this: you're putting together a proposal and need supporting documents alongside the CVs: a quotation (price and scope) and reference one-pagers from previous engagements that demonstrate experience.
Outcome: a quotation document and one or more reference presentations, formatted in the company template and ready to ship with the proposal.
Steps
- Pick the project being quoted. Reference generation pulls from existing project records, so the project must be in decídalo first. → Projects
- Generate the quotation. → Quotation Generation
- Pick reference projects that are similar in industry, scope, or technology to the opportunity.
- Generate the reference presentations in the format your audience prefers. → Reference Generation: PowerPoint, Reference Generation: Word
- Pair with tailored CVs for the consultants you're proposing. → Generate a CV for a project
Related scenarios
- Respond to an RfP or fill a resource request: the bigger flow that quote-and-reference fits into.
- Generate a CV for a project: the CV side of the same proposal package.