You’re probably here because you’re currently using, or planning to use, Puzzel. There are a lot of benefits running Proposales as a tab right inside Puzzel.
With Proposales inside Puzzel, and your agents will get all these benefits:
Quicker workflow, no more jump-between-windows.
Better recommendations, with a side-by-side setup you take full advantage of a bigger screen. That makes cross-checking the event request details while creating proposals easy, for a better alignment of comments you add.
Reach out to us if you want help planning for this connection!