Partner XL – Resources for Growth and Retention
Are you wanting to sell more? View this handy sales and marketing guide to help grow your agency.
The official online resource for Partner Platform clients
Category "Proposal Creator"
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Proposal Creator Template Options
The Partner XE Proposal Creator has three template options available. Classic Alternate Corporate The desired template is selected when creating the proposal, so templates can easily be toggled between based on the client.
Using the Proposal Creator
This QuickGuide explains how to use the Proposal Creator to generate proposals in Partner Platform.
Setting up the Proposal Creator
This QuickGuide goes through the four items that should be set up after the Proposal Creator is enabled: Agency logo, Producer and CSR contact information, a Disclaimer message, and an agency message.
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