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Proposal Generator

Proposal Generator

Proposal Generator (User Level)

How to Send a Proposal

How to Copy a Proposal

How to Create a Proposal

How to Edit a Proposal

How to Add or Turn Off Additional Sections

How to Edit a Locked Proposal

How to Save a Proposal as a Word Doc or PDF

How to Use the new Signature and Dynamic Field feature within the Proposal Generator

How to Use Photos with Editable Captions

Proposal Generator Snippet Feature

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Proposal Generator (Admin Level)

How to Create New Proposal Content Using Word, Excel or a PDF

How to Create New Proposal Content using the Pricing and Quoting Feature

How to Create a New Proposal Template

How to Change Proposal Settings

How to Update and Save New Template Content While in a Proposal

How to Add Mapped Fields in Proposal Settings

How to Add Dynamic Fields to a Proposal Template

How to Add a Date Picker in a Proposal Template

How to Add a Drop Down in a Proposal Template

How to Add a Spreadsheet into a Proposal Template

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