It’s Not Too Late to Bulk Create 2025 Engagements

There’s still time to reengage your clients for 2025! Watch this webinar which covers how to create proposals in bulk from a template, and how to bulk renew existing customers. We’ll review how to prepare/update your templates, two methods of creating proposals in bulk, and bulk sending proposals. Whether you’ve got 50 or 5,000 clients to engage, we’ll show you how to get it done in just a few simple steps.