One Page Proposal Guide

Instructions for use on the iPad

1) Download the Apps – TinyPDF / Salesforce1

2) Open the Template.
These are posted on Salesforce or you can use the links to the right.

3) Save the Proposal with a customer specific name

4) Edit the Proposal

5) Send to Salesforce

6) Assign Proposal to an Account

7) Email Proposal to Account Contact