Creating & Editing Proposal Content

Learn how to create and edit proposals.

James Kappen avatar Gabe Cuevas avatar
11 articles in this collection
Written by James Kappen and Gabe Cuevas

Content Blocks

Learn how to create and save "blocks" of your content for quicker proposal creation and better organization of your sales content.
James Kappen avatar
Written by James Kappen
Updated over a week ago

Reassign a proposal to another team member.

Learn how to re-assign a proposal to another team member and make them the official owner.
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Written by James Kappen
Updated over a week ago

Custom Fonts

Learn how to specify your default font settings for all your proposals
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Written by James Kappen
Updated over a week ago

Duplicating Proposals

Learn how to quickly create a new draft proposal from an existing proposal
Gabe Cuevas avatar
Written by Gabe Cuevas
Updated over a week ago

Adding Sequential Proposal Numbers

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Written by Gabe Cuevas
Updated over a week ago

Adding Page Backgrounds

Learn how to add and adjust page background images
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Written by James Kappen
Updated over a week ago

Embedding Forms

Learn how to embed web forms and other content inside your proposal
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Written by James Kappen
Updated over a week ago

Custom Merge Tags

Learn how to create an utilize custom tags
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Written by James Kappen
Updated over a week ago

How do I attach files to my proposal?

Learn how to attach files to your proposals or proposal templates
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Written by James Kappen
Updated over a week ago

What are Merge Tags?

Learn how to create an use Merge Tags to speed up & automate proposal creation.
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Written by James Kappen
Updated over a week ago

How to Add Images in Your Proposals

Learn how to work with images in your proposal sections
Gabe Cuevas avatar
Written by Gabe Cuevas
Updated over a week ago