Overview of Customization Steps

  1. Save the Embedded Mfr Proposal.xlsx file to your CorsPro folder under PQuote\Tabs
  2. Open the Embedded Mfr Proposal.xlsx file from c:\CorsPro\PQuote\Tabs to customize it for your business:
    • Choose a Doc Template by going to Add-ins >> Insert >> Doc Template
    • Replace the rows with your text and content:
      • Add content by going to Add-ins >> Insert >> Doc Section
      • Add PDFs, Bullets, Sub-Bullets, and Headers as needed to customize your tab through the Insert menu
  3. Add a new row to your Outputs.xls menu
  4. Push your changes to Production by going to Add-ins >> Help >> Updates >> Upload Updates

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