A different article shows you how to create a product scenario, which generates a table that makes it easy for clients to compare key product data side-by-side. You can add that table to a Smart Doc.
Contents
Prerequisites
Know how to create a product scenario and a proposal.
Inserting a product scenario
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Open a lead or deal in full view.
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Expand the Strategy section in the left hand sidebar
- Click Proposals
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Create a proposal or open an existing one.
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Open the proposal and locate a place to insert the product scenario table.
If you highlight text instead of clicking a spot, BrokerEngine replaces the highlighted text with the product comparison table.
Click the Product Scenario button at the top of the page. A popup displays a list of scenario reports, including the report for the current lead/deal. Make sure the correct report is selected. Click the Insert Selected Scenario button.
BrokerEngine inserts the product scenario table into the proposal. Click Save when you've finished editing the document.
