You will learn to:

• Understand DealHub document types.
• Create a proposal as your first document template.
• Receive design guidelines for clear and professional documents.
• Utilize dynamic parameters from Playbook for adaptable content.
• Construct accurate pricing and bundle tables.
• Integrate signature elements for client agreements.

Course Outline:

1. Getting Started
2. New Document Template
3. Structure & Design
4. Cover Page
5. Header & Footer
6. Body Elements: Text Section
7. Conditional Elements
8. Pricing Table
9. Bundle Table
10. Total Pricing Table
11. Signature
12. Summary
13. Quiz