Convert a Template Walkthough 1 - Wordwallah Quote 1/6 - Introduction
The first of six walkthroughs that take you through the step by step process of converting an APPS FOR OFFICE TEMPLATE into your branding using the Wordwallah quote as an example.
When Wordwallah's principle, Mike Holland, usually creates a quote he decides which members of his team are being pitched. He then needs to either remove the people who aren't relevant from the starting document (his quote template) and edit their profile descriptions down so they don't include experience that is not relevant for the current job, or add new people. This six part series converts our APPS FOR OFFICE proposal template to the Wordwallah branding, and then the Wordwallah content structure. We then mark the template up and set the business rule criteria to allow Mike to automate quote creation - saving him at least a couple of hours each time he creates quotes. (30 minutes)
Here is the PDF that accompanies the session: Convert a Template Session 1
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