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- Proposal Generator
- Proposal Generator (Admin Level)
How to Create New Proposal Content Using Word, Excel or a PDF
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 Proposal Content
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. Click on Content
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5. Click on New Content
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6. Type the name of your content
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7. Select your Section Type
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8. Click on Save
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9. Click on Upload Word Document
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10. Drop or select a document
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11. Check Use Embedded Header & Footer Image in Proposal (for Word documents only)
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12. Click on Save Content
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