Overview
In this article, we will go over how to export your comparison with our new Proposal Builder Toolbox and finalize your proposal before sending it off to your client. This feature is currently only available to select users on CapIntel.
How does it work?
Proposal content can now be added with the menu for the desired sections and reordered to tailor client conversations. When the menu is collapsed, drag-and-drop sections can be sorted in their preferred order. The content and content order used will become the default. Some sections, such as a cover page or disclaimer page, will be locked in place. Some proposals may be “locked”, as determined by company administrators.