Video Tutorial Part 5: Proposal co-creation and Drafts

We understand how two things in the proposal creation process can be very tedious 

1. The KYC process with your client
2. 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

Still unsure about how to go about using Surer? Fret not!

Request for a 1-1 training session here and one of our teammates will get in touch with you to schedule for such!