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Proposal Generator
Getting Started
Integrations
QuickBooks
Zapier
FCS
Foundation
DataForma
Estimating Edge
CompanyCam
Deltek
Stack
Sage
Hover
Followup + Email Integration
Automations
Overview
Business Development
Sales Management
Project Management
Reports and Analytics
System Settings
Proposal Generator
Proposal Generator (User Level)
Proposal Generator (Admin Level)
Administrative
Feature Overview
FAQ's
Quick Start Guide
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Help Center
Proposal Generator
Getting Started
Integrations
QuickBooks
Zapier
FCS
Foundation
DataForma
Estimating Edge
CompanyCam
Deltek
Stack
Sage
Hover
Followup + Email Integration
Automations
Overview
Business Development
Sales Management
Project Management
Reports and Analytics
System Settings
Proposal Generator
Proposal Generator (User Level)
Proposal Generator (Admin Level)
Administrative
Feature Overview
FAQ's
Quick Start Guide
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
See more
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
See more
