Webinars  /  Product Training  &  Getting started  /  Moving to the New Proposal Editor: Part 2...
56 mins 16 Nov 2023

In part 2 of this two-part webinar series, we'll be showing you how you can transition onto the New Proposal Editor (NPE). We'll be covering: 

  • How to identify clients that you need to move onto NPE
  • How to rebuild client proposals in NPE
  • How to put clients onto NPE in bulk through the use of proposal templates 

 And much, much more! This webinar will equip you with the information you need to transition your client base onto NPE confidently and comfortably.