How do I access Proposal Builder?

Proposal builder is available to all of our Channel Partners in Sales & Success Center.  

To access the Proposal Builder:

  1. Log in to Sales & Success Center, (Partner Center admins can impersonate a Salesperson from the Partner Center via the Sales tab > Salespeople > Click on the 'impersonate' button under a specific Salesperson.-3-Partner-Center.png
  2. Once in Sales & Success Center > Navigate to the Proposal tab.-3-Sales-Success-Center.png

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