Live Webinars-
New Company Orientation
Wed, Jul 8, 2020 2:00 PM - 3:00 PM ET
Your company just signed up for Design Manager… now what? Learn how to get started using the software by covering the following topics:
1. Enter company name and info
2. Load in a logo to print on your docs
3. Choosing company defaults for your pricing style
4. Choosing defaults for your freight pricing style
5. Choosing defaults for billing your time
6. Choosing defaults for requesting deposits from your clients
7. Setting up Sales Tax -
New Features: Streamlined Documents
Thu, Jul 30, 2020 2:00 PM - 3:00 PM ET
This webinar will discuss the new features added in the June 15th Release v535 to Pro Cloud:
Streamlined Client Documents: Proposals and Invoices
Time saving, efficient, professional client communication- Documents will open in a browser as a pdf file (same as reports)
- Sending of documents has been enhanced by:
-bringing the send button to the main window
-the ability to send multiple documents at one time - Review and Send Feature
- Send Status Feature
- Simplified proposal creation with removal of accept or reject step
- Proposal History
- Payment Links
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New Company Orientation
Wed, Aug 5, 2020 2:00 PM - 3:00 PM ET
Your company just signed up for Design Manager… now what? Learn how to get started using the software by covering the following topics:
1. Enter company name and info
2. Load in a logo to print on your docs
3. Choosing company defaults for your pricing style
4. Choosing defaults for your freight pricing style
5. Choosing defaults for billing your time
6. Choosing defaults for requesting deposits from your clients
7. Setting up Sales Tax -
New Features in Pro Cloud- TBD
Thu, Sept 3, 2020 2:00 PM - 3:00 PM ET
We will discuss any New Features that have recently been added to Pro Cloud. Sign up now and check back soon to see the posted list of features.
