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Vantagepoint Proposals Webinar: take a guided tour of the new Proposal Process

On Demand Webinar: Vantagepoint Proposals Webinar: take a guided tour of the new Proposal Process and see the new CRM Features

In Vantagepoint Proposals, you can complete the following tasks:

  • Design custom proposals from scratch
  • Create a proposal from an existing hub record
  • Create a proposal based on a template
  • Insert data from Vantagepoint hub records

The Proposals application streamlines the proposal production process, allowing you to:

  • Create custom proposals that are tailored specifically to individual customers and business opportunities
  • Centralize proposal information and create templates that streamline data retrieval and proposal generation
  • Integrate records, fields, images, and other elements directly from the hubs, ensuring data accuracy and consistency
  • Share proposal information and templates with team members
  • Export proposals to PDF format for quick turnaround

 

Vantagepoint Custom Proposals provides a WYSIWYG interface where you can drag and drop elements, such as images, text boxes, and hub records from the Elements pane into the proposal. This interface provides a graphical representation of how the proposal will look and, allows you to design or make changes on-the-fly.

Join us for a guided tour of the fantastic Vantagepoint proposals application!

Click below to watch this Webinar:

Recorded Video

 

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