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.

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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