How to Create Proposal thru Proposify

This training covers how to use Proposify to prepare and send proposals after receiving instructions from our business strategist or tax specialist.

You’ll learn how to:
✅ Look for the correct advice package template as advised
✅ Fill in client details and necessary information
✅ Review pricing and terms for accuracy

By the end, you’ll confidently handle proposals that match our experts’ recommendations. Enjoy! 🙂