Template Strategies for a Kick-A$$ Closing Workflow
- Shared screen with speaker view
Chris Goldman
30:48
Seattle WA here
Pascal Rosales
30:48
Pascal - Chile
Joseph Kibler
30:50
Cheyenne Wyoming :D Creative 7 Designs
Jim Fellenz
31:03
Phoenix AZ
Jukka Ikonen
31:06
Jukka from Finland
Patrick Edmonds
31:11
Hi everyone from Halifax, NS!
Emmarose Stuart
31:17
Oregon!
Alicia Shelley
31:17
Madison, Alabama
David Landgraf
31:19
New York City - Make It Happen Management @MakeItHappenMgmt
Ainsley Walls
31:21
Chattanooga, TN
Torbjörn Johansson
31:23
Sweden
Peter Berson
31:41
Woot Woot George !
Joseph Kibler
31:46
Cheyenne Wyoming :D Creative 7 Designs (new client to proposify)
Melissa Hawkes
31:53
Welcome everyone!!!
Peter Berson
32:14
Proposify just gets better and better!
Adam Shapiro
32:19
Adam Shapiro Cape Town South Africa
Joseph Kibler
34:04
I am loving it so far! Always a bit of work to setup a new system but worth it :D
Joseph Kibler
34:20
Plan to send my first proposal from proposify after this webinar :D
Conor Cox
36:02
Hey Luke!
Adam Shapiro
36:02
oof
Guillaume Viallaneix
36:05
Florida
Emmarose Stuart
36:16
Nice to see a renewals stream. We haven’t implemented that yet.
Peter Berson
49:30
I was duplicate old proposals, now just starting adding sections and template.
Bill Avery
54:22
Would love to see detail on metrics side. customizable?
Ainsley Walls
55:36
So I can understand, why is duplicating proposals considered “bad” or less effective?
Vicente Vial
56:56
Loved the structure; is there any demo account we can access to see content/sections sorted like this live?
Peter Berson
01:02:45
Wow this is super powerful
Melissa Hawkes
01:04:25
She sure did!
Peter Berson
01:06:55
Important to note Section Name are viewable by clients
Christine Wigert
01:09:30
I had to join 36 min late due to a meeting going over, will recording be available?
Melissa Hawkes
01:09:47
Here is more info on mass updating templates: https://support.proposify.com/en/articles/4338943-updating-sections-in-your-templates
Melissa Hawkes
01:09:55
Recording will be available.
Kurt Howard
01:10:20
thank you
Guillaume Viallaneix
01:10:23
How do I get the recording?
Melissa Hawkes
01:10:50
It will be sent after the webinar wraps up via email.
Christine Wigert
01:11:49
Is there a trick to adding variables into snippets? So far we are having to write the copy and add variables in a template then paste into a snippet
Jim Fellenz
01:16:28
Can you add signature blocks to attachments?
Karen Volk
01:21:35
Thank you!