Handling and executing documents can be tedious, but it doesn’t have to be. Whether you need assistance everyday or only occasionally, DocHub is here to supply your document-centered projects with an extra efficiency boost. Edit, comment, complete, eSign, and collaborate on your CRM Implementation Proposal Template rapidly and effortlessly. You can modify text and pictures, create forms from scratch or pre-built templates, and add eSignatures. Owing to our top-notch security measures, all your data stays safe and encrypted.
DocHub provides a complete set of tools to streamline your paper processes. You can use our solution on multiple platforms to access your documents anywhere and anytime. Enhance your editing experience and save hours of handiwork with DocHub. Try it for free today!
Hi everyone, Zach here with Cornerstone Solutions. Here at Cornerstone when we send out a proposal to our clients we give them three options of service A, B, and C and we let them choose which option works the best for them. I have a lot of clients that ask us to replicate that in their own CRM and today Im going to show you how to do that. Lets take a look. Okay, so theres a couple different ways you could go about this. In our CRM we have a completely custom module called proposals that we use to issue our proposals. Its because it has a lot of fields on it. We want to keep it separate from other modules. So we made a completely new custom module. You could also add this to your deal module. If you dont have a lot of fields on your deal module, maybe you have space on the deal module to do your proposals, you could do it in that module as well. So it kind of depends on your use case. For todays demonstration, Im just going to go ahead and use the de
