Rate Proposal Forms
Sales and service centers fall into two major categories based on who the products or services are provided to. Rate proposals for Recharge Activities and External Sales and Services of Education Related Activities undergo different levels of review and require different forms.
What type of activity is my sales and service center?
External Sales and Services of Education Related Activity Proposal Forms
* To unblock the macros in the renewal proposal form: open File -> Options -> Trust Center -> Trust Center Settings -> Trusted Locations, and add the file location where the file is saved as a trusted location