thankQ Help

1.Locate the quote

2.Click Write on the Tool Bar

3.Click Proposal with Quote

4.Click OK to select Quote as the Mailing Preference

5.Click Yes to Log the Document now or No and log once finished with the document

The Word template is merged with the applicable information. This can now be edited to enter further proposal information.

6.Click the thankQ tab and log back to thankQ once completed