We understand how two things in the proposal creation process can be very tedious
- The KYC process with your client
- The form filling process for creating a proposal
In this video tutorial article, we share how you can make use of our Proposal Co-creation feature as part of your proposal form filling and KYC process with your client all at one go!
Proposal Co-creation
In this feature intro article, we shared how many of our users have used our Proposal Co-creation feature to send their clients product specific forms to share their information on. Essentially, sending them a proposal form to fill out to the best of their knowledge!
Here is a video tutorial to show you how you can do so!
Drafts
We understand how it is hugely painful to create a proposal form and then get interrupted by loss of internet connection or similar issue and having to recreate a proposal all over again.
On Surer, we save your proposals as a draft every 3 seconds! Here is a video tutorial on how this works.
Other related Video Tutorial Guides:
- Video Tutorial Part 1: Getting started – managing your Profile, Client Directory and Referral Circle
- Video Tutorial Part 2: Creating and sending a proposal
- Video Tutorial Part 3: Managing a Proposal In Progress, Records and Policies
- Video Tutorial Part 4: Managing a Referral and Referral Circle
