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:
The following video defines some terms within the Proposal Settings area:
Below is a diagram of the different tabs within the Proposal Settings area and what kinds of file types can be used in each tab.
For a click-by-click guide, click "Get Started" below:
How to Create Proposal Templates
1. Click on your name in the top right corner
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2. Click on Company Settings
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3. Click on Proposal Settings
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4. Make sure that you have added any content that needs to be included in the proposal template
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5. Click on Section Contents
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6. Click on New Section Content
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7. Enter the Section Content Name
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8. Click on Save
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9. Click on dropdown trigger
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10. Click on Manage
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11. Click on Manage Section Content
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12. Select the Content you would like to include in this Section Content Group
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13. You can select one or many pieces of content
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14. Click on Save
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15. Click on Go back…
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16. Click on Go back
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17. Click on Sections
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18. Click on New Section
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19. Enter Section name
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20. Select Section Type
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21. Select Section Content
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22. Select Content
This will be the first option of content that shows up in the section
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23. Click on Save
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24. Click on Proposals
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25. Click on New Proposal Template
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26. Enter Proposal Template Name
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27. Click on Save
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28. Click on dropdown trigger
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29. Click on Manage
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30. Click on Go back…
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31. Click on Manage Sections
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32. Select section(s) you would like to be available for this proposal template
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33. Click on Manage Sections…
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34. Click on Save
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35. Click on Go back…
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36. To manage the Cover Page, click the dropdown trigger
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37. Manage Cover Page Options
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38. Click on Update
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