This feature allows you to transform your proposal template into a proposal template in The EDGE. From there you can import pre-populated project fields so you can generate a final proposal. During this webinar, you will learn:

• How to upload existing proposal templates into The EDGE Portal.
• How to map Bid information into an existing proposal template
• The process of generating a proposal for any completed bid.

Designed for SaaS only clients. If you have a mix of license types, Perpetual (install) and SaaS (cloud), you will need to contact your sales rep to update your licenses.

Date: August 16, 2024
Trade: All