Have a look at our comprehensive Webinars for complete information on how to generate proposals through ProposalSmartz.

Creating a proposal in ProposalSmartz Professional
 
ProposalSmartz Professional is meant for small to medium sized companies with a multi-user, multi-office environment.

The making of proposals in Proposalsmartz Professional involves dual roles- that of the Admin and the Rep.

The Admin has a centralized control over the proposals generated, since it is he who creates the libraries, assigns proposals and creates users.
The Admin’s role in creating a proposal
 
The Rep
is a user created by the Admin. The Rep will actually generate the proposal that will be viewed by the client.
The Rep’s role in creating a proposal
   
Creating a proposal in ProposalSmartz Individual
 
ProposalSmartz Individual is meant for individuals or small businesses with a single user, single office environment.
The single user’s guide to creating a proposal