The CorsPro blog is here to provide ideas, valuable insights and creative solutions for the presales process.
Have you ever built a customer proposal quote, saved it somewhere, and then couldn’t find it? Do you have a directory full of files named “Quote1”, “Quote2” etc. but don’t recall which one is for which client? Setting up a naming scheme for your quotes, outputs, and folders makes sense and it helps you maximize your time and energy.