Webinars  /  It’s Not Too Late to Bulk Create 2025 Engagements
Nicole Pereira
Nicole Pereira
Key Account Manager | Ignition
Reid Schretlen
Reid Schretlen
Senior Key Account Manager | Ignition
ON-DEMAND WEBINAR 41 mins 8 Jan 2025

There’s still time to reengage your clients for 2025! Watch this webinar which covers how to create proposals in bulk from a template, and how to bulk renew existing customers. We’ll review how to prepare/update your templates, two methods of creating proposals in bulk, and bulk sending proposals. Whether you’ve got 50 or 5,000 clients to engage, we’ll show you how to get it done in just a few simple steps.

Speakers

Nicole Pereira

Key Account Manager  Ignition

Reid Schretlen

Senior Key Account Manager  Ignition

Loves helping people use tech to make their lives easier. When he’s not busy automating things, Reid can be found skiing, climbing, and hiking in the mountains trying not to become bear food.

You might be interested in..