Pragmatech Training: User Interface Development
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User Interface Development is a 3-day course that focuses on how to design and build an effective SmartDoc proposal using Blueprints and Forms in The Proposal Automation Suite.
In this intensive course, you learn how to create automated documents for proposals and other sales-critical communications. Using Pragmatech Blueprint and Form functions, create proposal templates that pull together proposal elements based on text and topics stored in an existing Pragmatech knowledge base. Learn how to customize Forms, how to use the Pragmatech Form Utilities, and the basic logic writing skills that are required to create your automated document templates. Finally, learn how to test your automated document application before it is put into production. The course is entirely hands-on and includes extensive practice exercises, as well as workshop time for attendees to put the curriculum to practice.
What to Bring
You should bring the following in electronic format:
• Your Pragmatech knowledge base
• Your company’s Microsoft Word styles template
• Example of your company’s most recent proposal(s)
Agenda
Day 1
• Creating a Blueprint
• Planning the proposal
• Using Quick Build to add records for Blueprint
• Other Blueprint creating methods
• Formatting your Blueprint
• Testing a Blueprint
• Creating a Fill-in Form
• Adding and editing Form pages
• Working with fill-in fields
• Automatically inserting check boxes
• Using Includes bookmarks
• Working with the VB Toolbox
• Converting check boxes to radio buttons
• Adding graphics to Forms
• Adding data checking
• Adding Conditional Logic
• Creating multi-page tabs
• Creating and naming frames
Day 2
• Using the Pragmatech Form Utilities
• Basic mathematical formulas
• Converting fill-ins to drop-down lists
• Using the Pragmatech Templates and Documents Utilities
• Testing the Form
• List box conversion
• Testing the Form
• Creating and customizing a SmartDoc
Day 3
• Workshop Day
• Building a knowledge base
• Creating a Blueprint
• Creating a Form
See Calendar for Scheduled Classes and to Register
Learn More
Contact the SalesEdge Training team for guidance in tailoring a training plan specific to your requirements.