About
Learn to leave a lasting impression with polished, professional proposals—every client, every time. Join this live webinar and have all your questions answered by our in-house team of experts.
Agenda
  • Branding your proposals: Learn how to customize and align your proposals with your brand identity for a polished, cohesive look that sets you apart.
  • Sourcing from any website: Discover how to instantly clip and save photos and product details from any website or vendor into your personal library, making it easy to build a product collection for your projects.
  • Seamlessly add products to your projects: See how to quickly add products and services from your catalog into proposals, invoices, and purchase orders, streamlining your workflow.
  • Propose custom items with ease: Explore the power of our Groups function to create and propose custom items.
  • Convert proposals into invoices or purchase orders: Learn how to convert your proposals into invoices or purchase orders in just a few clicks.
Presenter
1742481374-1cc4823c2af10ad5
Abby Pratt
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