Access – Download – Use

Creating Client Proposals

How To Use This Proposal

This tutorial will help you get the most out of the new Yellow Client Business Proposals. Through them, you will be able to present your clients with a formal description of what Yellow’s value is.

Step 1:

Download the PDF through your browser

Step 2:

Open the PDF document using your internet browser*

 

*Use Google Chrome for more efficiency

Step 3:

Edit the PDF by filling in the date, company name and your details.

Include price and additional information at the bottom, along with your name and mobile number

Step 4:

Save the PDF on your computer. Rename the document using your client’s details

Step 5:

Send the proposal to your client via email