Applied Epic

155 - So, Your Agency Needs a Proposal

10:00 AM–11:00 AM Oct 18, 2018 (US - Central)

Canal A


This session will explore how to create an organization proposal using the methods of importing custom items, copying existing templates, and creating a template from scratch. We will walk through customization steps of creating unique styles, managing those styles, and applying them to other templates. The session will also touch on the management of the proposal templates and cover documents through the use of Proposals Groups.