A different article shows you how to create a product scenario, which generates a table that makes it easy for clients to compare key product data side-by-side. You can add that table to a Smart Doc.
Contents
Prerequisites
Know how to create a product scenario and a Smart Doc.
Inserting a product scenario
Open a lead or deal.
Click the Smart Docs menu tab.
Create a Smart Doc or open an existing one.
Open the proposal and locate a place to insert the product scenario table.
If you highlight text instead of clicking a spot, BrokerEngine replaces the highlighted text with the product comparison table.
Click the Product Scenario button at the top of the page. A popup displays a list of scenario reports, including the report for the current lead/deal. Make sure the correct report is selected. Click the Insert Selected Scenario button.
BrokerEngine inserts the product scenario table into the Smart Doc. Click Save when you've finished editing the document.
