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Proposals

Learn how to build proposals in PREO

How to use Custom Lease Terms
Generate an Equipment Release Form
Using Buyout Information & Buyout Quote Requests For Partial Buyouts (XBS-NE)
Purchase Order and Sales Order Requirements
How to grant access to a Proposal to another Sales Rep
How to Export Proposal Items and Pickups
Fix Equipment Description
XBS MW - How to create a Rental Deal
XBS Midwest: How to set up a Pickup Only proposal
Pickup Address - Document Generation
Authorized Signer Guide (Unless Credit Stipulates Otherwise)