Tuesday, October 25, 2022 | 9:00 a.m. - 12:00 p.m. Central | Virtual
Hosted by: Heart of Texas NetVU Chapter

Join the Heart of Texas for a virtual session to learn all things Proposal Builder with Vertafore's own, Michelle Perez. This class with be a virtual half day session with breaks scheduled.

Learn how to:
• Build a New Proposal
• Edit a Proposal in Proposal Builder
• Import an Existing Proposal into Proposal Builder
• Recommendations including;
- Disclaimers
- Security of the Proposals; locking fields that you don't want editable

Content Leader:
Michelle Perez | Customer Consultant II | Vertafore