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Navigating the Quoting Tool
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Navigating the Quoting Tool
Learn about the different tools and features of the quoting tool
Welcome to Navigating the Quoting Tool!
Learn about the different tools and features of the quoting tool, to become familiar with the work space and start building proposals!
Who should take this course?
This course is recommended for all Certified Broker Partners who have access to the quoting tool.
Topics we'll cover include:
- The different Quoting Tool settings and options you can set when building a proposal