HOTELS & RESORTS ERP · MICROERP GUIDEPresales & Proposals.
Presales & Proposals.
Help & documentation.
Prepare bids, estimates, solution proposals and presales handovers.
Open Presales & Proposals in four steps.
- Sign in to Hotels & Resorts ERP. Use hotels-resorts.easymanagex.com/login with the account your organisation’s administrator created for you.
- Choose Presales & Proposals. Pick it from your Hotels & Resorts ERP workspace, or go straight to hotels-resorts.easymanagex.com/presales/dashboard. The same sign-in opens every MicroERP you have access to.
- Start from Deadlines & blockers. The left sidebar lists every screen, grouped the way this guide groups them below.
- Jump with search. Use Search anything (⌘ K) in the top bar to go to a screen or record. Help & docs in the top bar brings you back here.
Every screen, by sidebar section.
33 screens in 6 sections. Each link opens the screen in your Hotels & Resorts ERP workspace; you see only what your role allows.
Home
Opportunities
Solution
Proposal
Insights
- Overview
/presales/insights - Bid pipeline
/presales/insights/pipeline - Win rate
/presales/insights/win-rate - Response time
/presales/insights/response-time - Content reuse
/presales/insights/reuse - Estimation
/presales/insights/estimation - Margin
/presales/insights/margin - Data quality
/presales/data-quality - Cross-ERP workflows
/presales/workflows - Audit trail
/presales/audit
What you can see depends on your role.
Presales & Proposals checks your role on every screen and action. If a screen from this guide is missing, or a button is unavailable, ask your organisation’s administrator to review your access to Presales & Proposals. Your data stays inside your own organisation.