How Do I Customize the Proposal Template in SoCast Reach Sales Management?
How Do I Customize the Proposal Template in SoCast Reach Sales Management?
Note: This process is typically completed by the Sales Manager.
Steps to Customize the Proposal Template
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Navigate to the proposal stage or tab within your campaign, then click the Generate Proposal button on the right.
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The system will display the proposal for the current campaign.
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You can make customizations directly to the proposal presentation using Google Slides.
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If you update the proposal again from the Advertising Campaigns dashboard, any previous customizations will be overwritten and the proposal will be regenerated from the system.
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To download the customized proposal, open the presentation link below the preview and select File > Download from the Google Slides menu.
By following these steps, you can efficiently customize and download your proposal templates in SoCast Reach, ensuring your sales presentations are tailored to your clients' needs.
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