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How to Add a Date Picker in a Proposal Template

This article applies to all users who have admin, executive, and owner level access.

Watch the video guide or click "Get Started" for a click-by-click guide below: 

 

 

 

How to Add a Date Picker to Proposal Content

 

1. Select where you'd like to add a date in your document

Select where you'd like to add a date in your document

2. Click on Insert Content Controls

Click on Insert Content Controls

3. Select Date picker

Select Date picker

4. Click on highlight

Click on highlight

5. With Date picker selected, click on Insert Content Controls

With Date picker selected, click on Insert Content Controls

6. Click on Control Settings

Click on Control Settings

7. Select date display format

Select date display format

8. Click on OK

Click on OK

9. When creating a proposal, you will have the option to select a date from a calendar

When creating a proposal, you will have the option to select a date from a calendar

10. Click on highlight

Click on highlight