Contact your ServiceChannel representative to configure the proposal form with your custom instructions.

To set clear expectations with your providers and your facility teams on the information to be submitted in a proposal, you can furnish them with guidelines on how to fill out the proposal form. Communicating your requirements to providers allows you to significantly reduce the number of proposals you reject because of insufficient or missing information.

Instruction Text for Providers

When your providers create a proposal, your instruction text appears to the right of the proposal form helping providers understand your requirements on expected proposal details.

The page for creating a proposal with an instruction text

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