New ESM Proposal Process - (11.0 ESM - Webinar 1)
This webinar discusses the new way to do proposals with the Single-Step Method under 11.0.
Below is the outline and time stamp for each of the topics covered in the Webinar
- 0:00 - Introduction
- 1:20 - Topics included per Webinar
- 3:57 - Intro Ends
- 4:06 - How to create a new proposal
- 5:50 - How to build a proposal from scratch
- 6:15 - Difference between "Match up" and "repair"
- 6:30 - How to add equipment by browsing
- 9:25 - Where to edit/change anything to the proposal's option
- 10:19 - How to edit the label
- 10:36 - How to change/edit the number
- 10:44 - How to change the title
- 11:51 - Different proposal option
- 12:14 - How to override the price
- 15:18 - How to add a component to the proposal option
- 20:40 - What is a match-up
- 23:55 - How to edit the description of the proposal option
- 31:53 - Add a repair or an Invoice to the proposal option
- 36:30 - How to email the proposal
- 40:04 - Overview of the proposal email correspondence
- 43:54 - Proposal Match-up Settings
- 47:54 - Margin ESM set-ups
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