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This training video is part of our Intermediate Training course and is perfect for anyone looking to set up or learn more about the Sales Proposal Tool (SPT).

We will walk you through:

  • Setting up your Sales Proposal Tool options

  • How to create template options

  • Sending out and/or presenting a proposal to a customer

  • Common scenarios and tips

Pro Tip: Want break out training videos? Check out additional Sales Proposal Training tutorials!

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