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!
This is no ordinary roadshow — it’s a full-throttle afternoon of expert keynotes, AI innovation, and high-voltage networking with the legends of bid and proposal. Get ready to: ✔️ Turn AI buzz into business results ✔️ See what’s new in the Responsive Platform ✔️ Connect with SRM visionaries and peers And the best part?…
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