Display event - AMS360: Proposal Builder Workshop - Start to Finish

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AMS360: Proposal Builder Workshop - Start to Finish

Tuesday, October 25, 2022 | 9:00 a.m. - 12:00 p.m. Central | Virtual
Hosted by: Heart of Texas NetVU Chapter

Audience/Role: Management, Administration, Accounting/Finance
Skill Level: Foundational (Beginner/New User), Intermediate

Join the Heart of Texas for a virtual session to learn all things Proposal Builder with Vertafore's own, Michelle Perez. This class with be a virtual half day session with breaks scheduled.

Learn how to:
• Build a New Proposal
• Edit a Proposal in Proposal Builder
• Import an Existing Proposal into Proposal Builder
• Recommendations including;
- Disclaimers
- Security of the Proposals; locking fields that you don't want editable

If you have specific questions about the meeting, please contact Beverley McDaniel.

Agenda:

9:00 - 9:15	Welcome & Introductions
9:15 - 10:15	Proposal Builder - Admin Setup • Creating your Agency Brand • Reusable Sections • Templates
10:15 - 10:30	Break
10:30 - 11:00	Updating, Editing, Importing Existing Proposals
11:00 - 11:30	Proposal Builder Best Practices • Security features • Disclaimers
11:30 - 11:45	Generating a Proposal
11:45 - Noon	Q&A

Content Leader:
Michelle Perez | Customer Consultant II | Vertafore

Registration: $25 per connection. Login to register below.

Be sure to select the orange Register Myself button below, and follow prompts to check out. Once your registration is complete, you'll receive two emails automatically: 1) A NetVU Registration Receipt and 2) Your Zoom Confirmation with your unique login information to save the event to your calendar.

For assistance registering, contact [email protected].

Cancellation requests received in writing within 30 days of the event will be fully refunded. Cancellations received within 14 days of the event will be charged a 50% cancellation fee. No refunds will be made within 7 days of the event. Transfers to another individual are permitted at any time with no penalty.

When

10/25/2022

Where

Virtual

Online registration not available.

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