ClientPoint Feature Update April 2020

One Pass Template 

This month’s feature update is dedicated to ClientPoint’s best kept secret: The One Pass Template. The one Pass Template feature allows your users to create proposals as quickly as possible and with no errors. 

Edit Multiple Documents With Just One Click!

It's likely that throughout your proposal you have to add the same fields in multiple forms. The One Pass Template allows your users to input information only once and see it updated across multiple documents.

This can be setup by an admin with the Form Builder.

Learn about how the Form Builder works, HERE.

Add Several Documents With Just One Click! 

We know double clicking on documents to add to a proposal, over and over again, can become tedious and sometimes you forget to add an essential one. That's why the One Pass Template allows your users to add important documents with just one click. 

This can be setup by an admin with the Tree Builder.

Learn about how The Tree Builder works, HERE.

There Are So Many Other Amazing Benefits, too! 

Benefits like:

• HTML Text Editor
• If/then scenarios
• Requiring content for your proposals

Learn all about how the One Pass Template, HERE.