Please visit Zywave University and Support.Zywave.com
As part of Partner Platform’s assimilation into Zywave, there are 2 new resources available to you for your training and support needs. Zywave University replaces Partner Learning Center and PartnerNet as the primary resource for training webinars and on-demand content. […]
Are you wanting to sell more? View this handy sales and marketing guide to help grow your agency.
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.
This QuickGuide explains how to use the Proposal Creator to generate proposals in Partner Platform.
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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