Proposal

Big news. As an EverBright partner, you now have access to our new proposal tool! 

This four-part training series shows you all the new features and will get you and your organization set up to start wowing customers with your new proposal.

1. Add Branding to the template using the new Branding tab in Organization Settings.

2. Access and manage the new Proposal Template on the Proposal Phase in Settings.

3. Customize the Template using new Sections and Modules in the Proposal Builder.

4. Start Using the New Proposal after adding branding and customizing your template.