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.
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.
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.
@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!
About the eventThis 60 minute session, part of our two part Foundations series, helps new or returning users build a strong Content Library and understand how it supports reliable, AI powered work across Responsive. What You’ll LearnIn this session, we’ll focus on how to add, organize, and find content quickly and…
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