apps Training: Convert a Template Walkthough 2

The second 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.

This walkthrough focusses on the style changes that need to be made at the start of the template conversion process. Check out the first two Convert a Template webinars for more detail on what you need to do to quickly get a template ready when time crunched.

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. (Duration 60 minutes)

Here are the PDFs that accompanies the training session on this subject: Convert a Template Session 1 and Convert a Template Session 2

Click the REGISTER button below to book your place at a session - you can attend either in person or via webinar.