Collaborative Quoting
- Our New Custom Proposal Service is Live!
- Why should I use custom teams?
- Using Favorites to Change the Proposal Effective Date
- What do the different stages mean? When does a group land in each one?
- How can I estimate monthly costs with my clients?
- How do I confirm a Proposal?
- How do I add products to a client's proposal?
- How to collaborate with other agents and account managers to take your clients from quote to enroll
- How do I build and confirm a client proposal?
- How do I create more than one proposal for a client?
- How do I share a proposal with a client?
- I'm an Agency Admin, but I don't see any groups. Where are they?
- How do I add a new Lead or Client?
- How do I save a Proposal to Favorites?