Adding Custom Content to your Proposal

Summary:

Making the proposal your own is easier than ever by adding your own custom content. 

This feature allows you to insert up to 3 different content sections to your Online Proposal + PDF Proposal in the location you choose.

This can be done from the control zone > purchase experience > proposal template. From there go ahead and edit your template or create a new template. You can find more information about creating your template here.

Once in the editing page, click on Proposal Content,

From here you will see the three custom content blocks where you can add text, images, and placeholders.

Once you have entered the content, click on Proposal Settings, and ensure that the content blocks are toggled on.

You can also reposition the order of the content blocks by using the arrows.