DealEconomix for Creatio

DealEconomix is a Creatio-based Proposal & Deal Economics Management application that enables organizations to accurately estimate project costs, validate financials, and control deal approvals for fixed-bid engagements.
It replaces spreadsheet-driven costing with a centralized, automated, and governance-driven system, ensuring real-time visibility into cost, budget, and profitability before a deal is finalized.

Product User case -

DealEconomix streamlines the end-to-end proposal lifecycle:

1. Create Proposal

   • Define project details such as duration, budget, and currency

   • Establish a structured proposal header

2. Add Resource Allocations

   • Include manpower, platforms, licenses, and overheads

   • Configure cost rates, allocation %, and duration

3. Automated Calculations

   • System calculates:

     • Net working days

     • Line-level cost

     • Total project cost

     • Margin & variance

   • All values update instantly on data changes

4. Multi-Currency Handling

   • Convert all costs into a base currency automatically

   • Ensure accurate global financial calculations

5. Approval Workflow

   • Route proposals through multi-level approvals

   • Enforce role-based access and record locking

6. Final Decision & Integration

   • Approved proposals can be exported or integrated with CRM/ERP systems

   • Enable seamless transition to project execution