As a company, we actively submit proposals on various bids and RFPs for K-12, food banks, higher education and government accounts. We want to capture this information at the account level and have the ability to run reports. Trying to figure out our best option and thought Sugar may be able to accommodate this business process. Since we typically have to submit our proposals on specific forms supplied by the account, we don't need to generate our own forms. It's really just a matter of tracking the information. We started using Revenue Line Items to record the information, but I'm not sure that's going to work long term. Curious to see if anyone else handles a similar business process within Sugar and how do you manage?
