web-based business management services
Generate and Manage
Proposals & Reports
key benefits
  • Generate proposals directly from Dataforma
  • The proposal format is completely customizable, match your current format
  • Standard text such as Scope of Work and Exclusions are added to the Dataforma Library. Retrieve the library language to quickly generate a Proposal. Using the library language saves times, creates consistency and reduces spelling errors
  • Other reports can include roof evaluations and inspection reports

    • Save Time: Eliminating redundant typing of scope of work language for proposals