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Creating & Editing Proposal Content
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