Demo Company Feature
Launching A Demo Company Instance
Last Updated: January 6, 2026Launching a Demo Company The Demo Company feature allows firm users to launch a temporary company instance to demonstrate how Propel Your Business works for a prospect or existing client. Demo companies are created from pre-built demo templates and are designed to reset automatically after use. Purpose of a Demo Company Demo companies allow you...
Demo Company Feature Overview
Last Updated: January 6, 2026Demo Companies: Overview and How to Use Them The Demo Company feature allows Firm Admins and Firm Users to demonstrate Propel Your Business using fully built-out, realistic company instances. Demo companies are designed for use with prospects and existing clients during sales conversations, onboarding, or training sessions. Who Has Access to Demo Companies If you...
Creating Demo Templates
Last Updated: January 6, 2026Creating and Managing Demo Templates The Demo feature allows firms to design demo companies that closely reflect how they work with their clients. These demo companies can then be used to clearly demonstrate workflows, structure, and outcomes to prospects or existing clients when introducing them to Propel Your Business. Purpose of Demo Templates Demo templates...