The IQX Proposal Manager equips you with the tools required to make immediate adjustments to the master templates for all proposals and documents within the IQX Workbench.
Add new or search for existing document templates for easy access and track history for version control. A user-friendly HTML editor enables changes to font, image, layout and style for consistent branding across market segments and offers quick features to assist the user. Proposals and documents are automated by setting production status, effective dates, and populating proposals with desired images, language and formatting.
Changes to templates can be reflected real-time or have future effective dates. Add comments to track changes and revisions. Master templates combine fixed language and variable inserts from the quote data and user-friendly IQX Tags guide insertion of variable quote data into templates. SMART conditional logic supports creation of dynamic proposal templates with looping and IF statements.