Proposal Builder Instructional Guide

Warning! 

Proposal Builder is currently only available to on-line and VSSO users.

Proposal Builder is a new feature for AMS360 Online users that aims to deliver time savings, branding consistency, and lower E&O risks.

There are two roles in Proposal Builder, Admin and Account Manager. Admin users can customize every aspect of their organization’s proposals to ensure consistent branding style and messaging. This includes a standardized cover page and document formatting, reusable sections, the ability to import AMS360 data, and setting the proposal structure.

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Note: After each release, you’ll see a pop up on your Proposal Builder landing page outlining the major highlights. This pop up will persist for one week after the release. Because there is only one version of Proposal Builder that updates regularly, Vertafore will not have outreach campaigns around releases like other products. You can always find more detailed release notes in the Help Desk (bottom-left corner).

Proposal Builder Template

Account Managers use the standardized brand styles and content as building blocks to create professional and consistent proposals quickly.

Proposal Customization

Proposal Builder for Admins

Admins can customize every aspect of their organization’s proposals to ensure consistent branding style, messaging, and proposal structure. The initial setup can take as little as 20 minutes, but it needs to be completed before Account Managers can begin creating proposals.

To open Proposal Builder to Admin Home, use Launch Point #1 in AMS360 (see the Proposal Builder Instructional Guide section).

Admin Home

Proposal Builder for Account Manager

Admins need to complete the initial setup before Account Managers can create proposals.

To create a new proposal, use Launch Points # 2, 3, 4, or 5 depending on where you are in AMS360 (see the Proposal Builder Instructional Guide Section).

Other Information translated from AMS360

Did You Know? (Videos)

AMS360 Data Mapping

 

 

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