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2020-11-18
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I work in real estate and I often need to fill in PDF's with information for my clients. Being able to do in a web based platform makes it easy to do on any computer.
2020-08-30
Unassign Sales Proposal Template Feature
The Unassign Sales Proposal Template feature allows you to efficiently manage your sales proposals. This feature gives you the tools to easily unassign a proposal from a sales opportunity, providing flexibility in your workflow.
Key Features
Easily unassign templates from proposals
Quickly reallocate resources to different opportunities
Maintain clarity in proposal assignments
Monitor proposal history for better tracking
Potential Use Cases and Benefits
Adapt sales strategies by unassigning outdated proposals
Streamline collaboration by reallocating assignments among team members
Enhance proposal management for clearer workflows
Improve response time by quickly adjusting proposals to fit new opportunities
By using the Unassign Sales Proposal Template feature, you can solve the common problem of managing multiple proposals. This feature allows you to adjust your sales approach efficiently, ensuring you focus your efforts where they matter most. Embrace the flexibility it offers, and enhance your productivity today.
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