Edit Proposal

To change content of the proposal or design styling, or client information, currency, etc, you can click on the Edit button on desired proposal in a proposal list. 

Add /update /delete variables (Text with yellow background)

Refer this guide to manage yellow background text/ placeholder variables.

Change text in a proposal/ template

To change text in your proposal click on it. It will highlight the textbox which contains the text. You can double click on it, use mouse/ keyboard to select desired text, delete it and type new text.

Add new text block in a proposal/ template

To add new text block in your proposal click on the text block icon on right. Refer to this guide for details.

Add / Change Fees in a proposal/ template

To change fees in an existing fees table in your proposal click on it. It will allow you to change title of the fee, description, price, quantity, options on the right side. Here is more to it.

To add Fees table in a proposal, you just need to click on the Fees table icon on right side toolbar. Refer above guide.

Add new / change image block in a proposal/ template

To add new image to your proposal click on the image icon on right as shown in this guide. It will open image gallery, look for desired image and you can just click on it to add to your current active page. You can also drag it to desired place on your proposal page and drop it.

You can change style/ properties of the image.

Add new / change video block in a proposal/ template

To add new video to your proposal click on the image icon on right as shown in this guide. It will open video gallery, look for desired video and you can just click on it to add to your current active page. You can also drag it to desired place on your proposal page and drop it.

You can change style/ properties of the video by using controls available on the right side panel.

Add new / change Content Table block in a proposal/ template

To add new content table to your proposal click on the content table icon on right as shown in this guide. Simple single click on the content table icon will allow you to add content table your current active page. You can also drag it to desired place on your proposal page and drop it.

You can change style/ properties of the content table by using controls available on the right side panel.

Add new / change Signature block in a proposal/ template

To add new signature to your proposal click on the signature icon on right as shown in this guide. Simple single click on the the icon will allow you to add signature your current active page. You can also drag it to desired place on your proposal page and drop it.

You can change style/ properties of the signature by using controls available on the right side panel.

To Design/ Change Style, Settings or Repeater on the proposal pages

You can update style settings and repeater for a proposal/ template. Please visit this page for more details.

Duplicate page within a section

You duplicate a page within a section of a given proposal /template. You will notice menu between two pages as shown below.

Copy page to another section

You can copy a page from one section to another section in a given proposal /template. You will notice menu between two pages as shown below.

You will be shown option to select a section from the list of available sections in the current document like this

Delete a Page

You can delete a page within a section of a given proposall /template. You will notice menu between two pages as shown below. Remember, you won't be able to delete a page in a section if that's the only page in it.