Dealer Training Videos
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Welcome to Portal!
Proposals - Overview
Proposal Deep Dive
Payments - Overview
Integrations - D-tools SI 2016
Integrations - ProjX360
Integrations - iPoint (Created by iPoint)
Integrations - Quickbooks Desktop
Integrations - Quickbooks Online
Feature Focus Videos
Change Orders
ACH and Credit Card Payment Processing
Client View Mode
Proposal Expiry
Personalized Videos
Dynamic Pricing
Credit Card Convenience Fees
Auto Attachments
Advanced Notifications
Optional Items
