Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.
The Services Provided Templates allow you to download, edit, and upload your Services Provided Templates on Projects.
Instructions
Modifying Service Provided Templates in SalesManager
- Click the Settings button.
- Within the Project Mgmt section, click on Services Provided Templates.
- Click on the Download Template icon to download the file.
- Make any relevant changes to the template in Microsoft Word.
Note: You can use the following article to change or add fillable field names: Fillable Fields Name for Project Service Provided Templates - Click on the Upload Template icon to upload the updated file.