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Proposal-New App
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Proposal-New App

Owned by Gints Vaskums
Last updated: Jan 17, 2025 by Inese Auzina
2 min read

Date

Change

July 2022

Initial Version

The Proposal-New App allows you to quickly create a new Envestnet proposal for a specific client.

Version: Proposal-New App for Envestnet is available only on versions of Docupace that are configured to use Quick Start.

Audience: Field Users

Functionality: Quick Start is a page in Docupace that allows you to access many convenient apps. The Proposal-New App allows you to create a new Envestnet proposal for a Client.

 

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