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.
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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
2. Click on Company Settings
3. Click on Proposal Settings
4. Make sure that you have added any content that needs to be included in the proposal template
5. Click on Section Contents
6. Click on New Section Content
7. Enter the Section Content Name
8. Click on Save
9. Click on dropdown trigger
10. Click on Manage
11. Click on Manage Section Content
12. Select the Content you would like to include in this Section Content Group
13. You can select one or many pieces of content
14. Click on Save
15. Click on Go back…
16. Click on Go back
17. Click on Sections
18. Click on New Section
19. Enter Section name
20. Select Section Type
21. Select Section Content
22. Select Content
This will be the first option of content that shows up in the section
23. Click on Save
24. Click on Proposals
25. Click on New Proposal Template
26. Enter Proposal Template Name
27. Click on Save
28. Click on dropdown trigger
29. Click on Manage
30. Click on Go back…
31. Click on Manage Sections
32. Select section(s) you would like to be available for this proposal template
33. Click on Manage Sections…
34. Click on Save
35. Click on Go back…
36. To manage the Cover Page, click the dropdown trigger
37. Manage Cover Page Options
38. Click on Update
