Notes Tools for DMCs: Collaborate, Stay Organized, Wow Clients

DMCs know all too well how important it is to accommodate client requests and how difficult it can be remember and implement them, especially when collaborating with on a program. VIPER is taking the sting out of staying on the same page with clients and colleagues thanks to internal Notes Functionality throughout the program. If you’ve ever had multiple people involved on a program, then VIPER has the tools to make a serious impact on efficiency and accuracy for your DMC.

The Notes Tab

Track Notes throughout every program with VIPER's Notes Tab

Track Notes throughout every program with VIPER’s Notes Tab

Every program in VIPER has comprehensive information tracking through the Notes Tab. This tab, located on the Program Dashboard, allows you to add notes that will be internally visible to everyone on your team. Whether it’s a client request, important client information, or any other relevant information that is critical to address in your proposal, everyone involved on a program will be able to track and check off the notes that just can’t be missed.

Internal Proposal Notes & Costing Notes

The Notes Tab also lists every section in the table of contents. When you add notes here, they will appear internally in the proposal building tools, making it easy to address all the critical client requests.

VIPER displays internal notes for every section of your proposal.

VIPER displays internal notes for every section of your proposal.

VIPER also displays relevant notes in the costing tab for every proposal.

Costing Notes

VIPER’s notes tools are here to help you stay more organized with less effort. Stay on top of all the important details. Make sure client requests are accommodated. Ensure all your colleagues are on the same page.

 

 

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