What is it?
Partners will soon be able to import Snapshot Report into proposals.
Why is it important?
The importance of a business' online presence and the associated digital solutions can be difficult to understand. By presenting a business' areas for improvement alongside your recommended solutions, you can help your prospects understand the value of your proposal.
How will it work?
- If you haven't already, generate a Snapshot Report for your prospect.
- Go to Sales & Success Center > Proposals > Manage Proposals
- Choose a template or create a new proposal from scratch.
- Select the recipient account.
- Open the Insert widget panel and press Snapshot report.
- Select the desired sections of the report.
Once inserted in the proposal, the sections become widgets that can be rearranged as needed.
When will it be available?
Snapshot Reports will be available in Proposal Builder in mid to late June 2022.