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Syncing Preset Quotes Between Presentations

When making changes to your marketing quote within a presentation, we will sync them to all existing pitch presentation & new presentation for that campaign. Saving you time!

Marketing quotes are shared across all presentations within a single campaign

For example, the campaign has 2 presentations with marketing quotes. Presentations 1 & 2 are sharing the same set of quotes, changes made to the quote in presentation 1 will sync with presentation 2.

FAQs:

1. What happens to the saved presets & products in the office? Does the user need to re-create any saved presets / product ?

We have copied all products and presets so that you do not have to re-create them.


2.  Can I still save the presets & product to an office/agent like I can now?

Users will retain access to all current features within the Marketing Quote Builder tool. The process of generating quotes will remain unchanged, allowing users to continue creating quotes seamlessly.