LegalAugust 27, 2020

ftwilliam.com’s ftwProposal Pro Software Demonstration

Recording Date: 2019-08-27 01:00:00
Duration: 30 minutes
Speakers: Andy Schommer, Product Support Consultant, ftwilliam.com

Overview:

Join ftwilliam.com for a walk-through of ftwProposal Pro. This innovative and easy to use proposal solution is designed to help you present your clients with the best possible plan options. In this 30-minute demonstration, you will see the integration with our Plan Documents and Compliance modules, how to create proposals for prospective and current clients, create two to five separate proposals simultaneously with pie charts and so much more! You will not want to miss all that this powerful tool has to offer.

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