The Proposal Management process is built around three main entities – the Opportunity that gets processed by an internal team, the specific process/workflow identified to validate and move the opportunity forward, and the associated Proposal that is prepared as an outcome of the process.
An Opportunity is a potential deal identified by the Relationship Manager for one of his/her own clients based on knowledge gathered from customer discussions and market analysis. He then uses the Proposal Management process to convert the opportunity, by means of well-defined corporate lending processes and a hand-picked team of experts brought together to execute the process, to a proposal document that can then be presented to the customer, offering a loan or line of credit that they can use in line with the terms and conditions.
The Proposal Manager solution leverages the collaborative capabilities of Microsoft Teams to enable an end-to-end proposal management experience. The solution consists of three key add-in components:
- Proposal Manager for Teams
- Smart Link for Office
- Proposal Creation for Office
Make sure that you have the following handy before starting the deployment process:
- Admin access on an Office 365 tenant to register the app and manage content in SharePoint
- Owner access on an Azure Subscription to provision the web app
This repository has two branches – main and officeaddin. Please refer to the Getting Started Guide to get started.
The next version of Proposal Manager, currently planned for October 2018, is set to have several value-added features, including:
- Dynamics Integration
- Dynamic Opportunity Workflow to support different types of processes
- Analytics Dashboard
- Granular Access Control
Please use the Issues tab in GitHub to ask any questions, request help with troubleshooting or for new feature requests.
This project welcomes contributions and suggestions. Most contributions require you to agree to a Contributor License Agreement (CLA) declaring that you have the right to, and actually do, grant us the rights to use your contribution. For details, visit https://cla.microsoft.com.
When you submit a pull request, a CLA-bot will automatically determine whether you need to provide a CLA and decorate the PR appropriately (e.g., label, comment). Simply follow the instructions provided by the bot. You will only need to do this once across all repos using our CLA.
This project has adopted the Microsoft Open Source Code of Conduct. For more information see the Code of Conduct FAQ or contact opencode@microsoft.com with any additional questions or comments.