Tips & Updates

This page is a database of tips on how to get the most out of the whole Connect site. You probably started here in all the pages under the "Connect" tab - but there's so much more. This page has lots of ways you can explore and start using all the features Connect has to offer.

Customize Sales Proposals for Multiple Prospects in Seconds

Do you like the idea of customizing the sales proposals inside Connect? Well how about being able to customize a proposal once and then prepare copies of it for as many different prospects as you want in seconds? (It's easy to open up a proposal inside Connect's Workshop. If you're looking at the thumbnail of the proposal in Workshop's Template Gallery, just click on "create document" on the proposal you want to customize. Then, give it a name and store it in a folder and it will open up as a completely editable file.)

Once your proposal template is open, you can add images to it (see here how to do this), change any of the text, save it and print it.

But did you know, if you have uploaded any of your contacts into Connect, you can quickly associate any of your contacts with any proposal. Just click on the Contacts bar in the Navigation pane on the left. You'll see a searchable list of all the contacts you've put into Connect. Just click on any contact name and Workshop will ask you if you want to associate that contact with the proposal you're customizing. Click "Yes" and it's done!

Now, Connect will automatically fill in the details for that Contact in the "Contract Details" section of the proposal. Plus, it will display the details of that proposal inside that Contact's own details page in the Contacts section of Connect.

Even better, you can associate the same proposal with lots of different contacts, one after the other, in exactly the same way and save each proposal as a separate document. This means that once you've customized a proposal, you can create personalized copies of it for as many prospects as you like in seconds - and Connect will track everything for you!