Advanced Workflow Functions
Here is another episode about PROPRICER’s Workflow feature! If you missed part I of this feature, be sure to check it out.
In this video we discuss how to create and use template proposals with multiple different workflows. This can be useful when a company or agency has multiple departments that each have their own workflow process. This episode also covers certain reports that can be used to track a proposal’s workflow progress!
To find the previous episode in the "Workflow" series, search for "PROPRICER Tips & Tricks: Basic Workflow Features".