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Overview of Customization Steps
Save the
Embedded Mfr Proposal.xlsx
file to your CorsPro folder under
PQuote\Tabs
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
Add a new row to your Outputs.xls menu
Push your changes to Production by going to
Add-ins >> Help >> Updates >> Upload Updates
Next:
go to next section –
Choose a Doc Template
X
Search CorsPro
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