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Proposal Builder

Per-Theodor Hauan

I wanted to start a discussion about "Proposal Builder" and hear about your experiences with it. Whether you have used it for an actual proposal or just setting it up. I would like to hear your tips and best practices.

Comments

Helene H

Hi @Per-Theodor Hauan - great timing!

Our Q3 Coffee Chats are focused on Proposal Builder - with our Kickoff focused on an overview of the Proposal Builder + hearing from other users! You can register for the event on August 2nd at 9:30 AM PT to attend live or receive the recording/slide deck after.

https://rfpio.vanillacommunities.com/events/23-proactive-proposals-demo-overview

Elizabeth Bissell

Following this discussion and registered for the coffee chat! We have been thinking of implementing this for a while, but need a refresher on all the details.

Helene H

@Beth_B Yes! All the coffee chat events for Q3 are areas of the tool that are needed for Proactive Proposals. So we will start with an overview of Proactive Proposals/use cases, and then discuss section templates, catalogs, and SFDC (optional for Proactive Proposals). We also are continuing our formatting series too to supplement, as having a working template is essential!

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