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!
Date: Thursday, June 27, 2019
Time: 12:00 PM-1:00 PM (UTC-05:00) Eastern Time (US & Canada).