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Instructions for use on the iPad

1) Download the Apps - TinyPDF / Salesforce1
2) Open the Template.
These are posted on Salesforce or you can use the links to the right. 3) Save the Proposal with a customer specific name
4) Edit the Proposal
5) Send to Salesforce
6) Assign Proposal to an Account
7) Email Proposal to Account Contact
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Click to Download the One Page Proposal Editable PDF

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