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 Update and Save New Content while in a Proposal
1. Click on Generate Proposal
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2. Click on Generate Proposal…
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3. Select the Contact you'd like to send the Proposal to.
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4. Click on Generate Proposal
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5. Select your Proposal Template
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6. Within the "front-end" editor, Admins can make changes to the content and the opt to apply those changes to the templates OR simply save those changes as new sections.
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7. Simply make your changes.
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8. Scroll up. If you have admin access (or above) you will see these 2 buttons. Click "Update Content" to update just this piece of content across the board for any template that uses this piece of content.
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9. Or, click "Save Content" if these changes are more case-specific. This will NOT overwrite what exists in the templates across the board. It allows you to save these new changes as a separate piece of content.
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10. Name your new content, and choose where you'd like it to be stored in the Proposal Settings area.
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11. Click on Save
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