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 Insert a Spreadsheet into Proposal Content
1. Select where you would like to insert the spreadsheet
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2. Click on Insert
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3. Click on Table
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4. Click on Insert Spreadsheet
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5. Add information into the spreadsheet
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6. Click on highlight
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7. Formulas can be added
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8. Set your visible area
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9. Click on Edit Visible Area
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10. Click and drag to select the area you would like to be visible
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11. Click on Done
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12. Click on Save & Exit
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13. Your spreadsheet will now show in your content document
Double click on the spreadsheet to edit (for the template and for users creating proposals)
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14. Don't forget to save your work!
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