Sponsored by: SAUCI (Sagitta All Users Chapter, Inc.)
Audience/Role: Owner/Decision Maker, Client Service, Management, Administration
Skill Level: Foundational (Beginner/New User)
We’re excited to share that Proposal Builder is available for all Sagitta In-House and Online customers.
Join your fellow Sagitta users to learn about the benefits of using Proposal Builder. Vertafore’s Eric Hill will provide a live demo of Proposal Builder, and you’ll hear from fellow Sagitta users how they’re using Proposal Builder in their firms.
Content Leaders:
Eric Hill, CSPO | Product Manager, Proposal Builder | Vertafore
Bruce Westman | Director, Sagitta Product Management | Vertafore
Proposal Builder provides an integrated tool to create professional, consistent, and high-quality customer-facing proposals through your Vertafore Agency Management System. This enables your agency to efficiently build branded documents to grow your book of business, retain existing customers, and deliver a better customer experience. Read more about Proposal Builder.
Sagitta: Proposal Builder
