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Email the Proposal Comparison Summary

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Brian Starzec
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Starting with 11.0, with the new method of creating proposals, users can emails the Proposal Comparison Summary screen. The information will be contained within a PDF with three options to a page, followed by the proposal details of each individual option.

 

Video - Proposal Comparison Summary Email Example

Notes

  • There is no setting to activate the email
  • This feature is only available with the new method of creating proposals

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