What software applications have sales people successfully used for the “automated” creation of proposals?
We need to create an increasing volume of proposals for our alarm, access control, and CCTV business and would like to automate the proposal creation process as much as possible. The projects include products and the services to install and configure those products. There is also an ongoing recurring component to most proposals. I have considered building an application using FileMaker Pro for this and would be interested in what others have found successful.