Scottsdale, AZ (September 12, 2024) – ProjX360—the growing end-to-end project management platform for integrators by integrators—announced new Proposal enhancements today, including two new Proposal ...
Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...
The Proposal Builder workflow is dead simple. Brokers upload the policy documents, and Proposal Builder turns them into a custom, modular proposal using brand styling and layouts of the broker's ...
SOLON, Ohio — Sales Builder Pro’s HVAC proposal software has been updated to support the ServiceTitan version 2.0 integration. This update allows HVAC Comfort Consultants, owners, and sales managers ...
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