Need help with with Smart Pricing Table? Watch the videos below to become an expert in no time.
An overview of the pricing table: line item management, quantities, recurring fees, discounts & surchages (16 minutes)
Adding, editing & deleting proposal sections (6.5 minutes)
An overview of template features and options (6 minutes)
How to send proposals from our system and what the entire process looks like (8 minutes)
Options available for customizing the design of your proposals and templates (8 minutes)
Schedule a one-on-one training session over zoom- we're happy to lend a hand!