Save Print Proposal to Deal Jacket

placeholder
1 Min Read

Printed proposals are now automatically saved to the Digital Deal Jacket from Manager View and Sales View, enhancing the efficiency and effectiveness of managing deals in Deal Central. This new functionality streamlines document management to ensure all relevant documents are easily accessible by allowing users to: 

  • Customize deals and print proposals, which are then saved under the Lender Documents section when using Manager View
  • Print proposals from various locations, saved under the Lender Documents section when using Sales View
  • Overwriting the previous print document to avoid duplicates and improve document management.