Creating & Editing Proposal Content

Learn how to create and edit proposals.

11 articles in this collection
Written by James Kappen and Sara Thompson

Content Blocks

Learn how to create and save "blocks" of your content for quicker proposal creation and better organization of your sales content.

Written by Sara Thompson
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.

Written by James Kappen
Updated over a week ago

Custom Fonts

Learn how to specify your default font settings for all your proposals

Written by James Kappen
Updated over a week ago

Duplicating Proposals

Learn how to quickly create a new draft proposal from an existing proposal

Written by Sara Thompson
Updated over a week ago

Adding Sequential Proposal Numbers

Written by Sara Thompson
Updated over a week ago

Adding Page Backgrounds

Learn how to add and adjust page background images

Written by James Kappen
Updated over a week ago

Embedding Forms

Learn how to embed web forms and other content inside your proposal

Written by James Kappen
Updated over a week ago

Custom Merge Tags

Learn how to create an utilize custom tags

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

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.

Written by James Kappen
Updated over a week ago

How to Add Images in Your Proposals

Learn how to work with images in your proposals or templates

Written by Sara Thompson
Updated over a week ago