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Onboarding | Step 4: Building document templates

Get your whole team on board with the Prospect platform, right from the start. Our Onboarding page guides you through the configuration process – step-by-step.

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Must Do's Recommended

Must Do's

Establish your Document Types

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Must Do's

Edit Word/PDF Quote Template

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Must Do's

Adding Quote to Order Workflow Buttons

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Must Do's

Apply Company Branding

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Must Do's

Configure Word Template

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Must Do's

Set up your Email Signature

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Must Do's

Sending Emails from Own Domain

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Must Do's

Install the Prospect CRM Add-in for Word

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Recommended

US Date Format for Document Search & Replace Fields

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Recommended

Sending Emails to CRM Inbox Address

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Recommended

CRM Library

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Recommended

Configuring Attachments for Email Templates

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Recommended

Installing Save To CRM Add-in (Outlook on the web)

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Recommended

Installing Save To CRM Add-in (Desktop Outlook)

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Installing Save To CRM Add-in (Gmail)

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Recommended

Configure a Default Email Template

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Recommended

Enabling Product Images for Word & Email Quote Tables

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Recommended

Build your Word Quote Tables

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