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Have an idea? Search first to see if it exists and collaborate with the community by commenting & voting to make it a greater idea.
Learn more: How to Submit Ideas
It would be great if we had a spot to upload the customer logo in the new proposal builder!
Guest
| Product Version | online |
| Related Products | AMS360 |
Hi Eric,
I tend to agree that the best option is the one that serves the most people in the best way.
Below, Ben suggested "if the customer logo were to be entered during AMS360 customer setup such that it could be enabled to pull to proposal builder and InsurLink and invoice and the list could go on. There is a place in Insurlink to add the logo, however, it would be more intuitive and efficient if it was part of the customer setup in AMS360 that automatically pulls into the other tools"
His idea is simple, intuitive, brilliant, and useful.
My old boss would insert a photo of the building/store front/office entrance, etc, depending on what the proposal is for. Made a nice touch on the front page.
Chiming in here. Would be great if AMS360 customer setup allowed us to enter the customer logo so that it would pull to proposal builder and InsurLink. There is a place in Insurlink to add the logo, but would be more efficient if it was part of the customer setup in AMS360 that automatically pulls into the other tools.
Hey Eric - I was thinking somewhere just on the cover page would suffice. It would be great if the end user (CSR/AMs) could be able to do this. Let me know if you need more details!
Hey Alysse, can you provide some specific details on what you'd like to see done with customers images? For example, are you thinking somewhere in the header/footer, the cover page, just within the document? Who are you expecting to handle this - do you want the end users (CSRs or AMs) adding the images? This info will really help narrow the idea down so we can scope it out. Thanks!