There are two ways for users to bring in the third-party file generated by the manufacturer’s online quoting/proposal tool, depending on the file format of the file:
The user will need to insert the manufacturer quote/proposal file themselves into a live SDA quote. However, as the Admin, you can enter a placeholder on the prebuilt outline for where this should go.
Note: The row with the proposal placeholder will not disappear when a user adds the manufacturer proposal in a live quote. The row however will not generate any text as indicated by the lack of a checkmark in the “Include” column.