Sections List in a Proposal

You can view and manage list of sections in a given proposal. 

Section list can be seen on the left side when you preview proposal or open it in Editor mode as shown below.

Add a Section to a Proposal

You can add two kinds of sections to a proposal or template. 

1. Section created from scratch, right into the proposal
2. Section imported from Sections Library

Add a New/ Blank Section

Following screens will show you how to add section to proposal (it is similar for Templates as well)

Click on the plus button on left side panel of sections list.

To add a blank section (i.e. to create a new section within Proposal or template), clicking on the plus button will show a adjacent panel like shown below.

Add Existing Section from Section Library

To add section from Section Library click on the Plus button on top of the sections list as shown below.

Import PDF file, Add as a section

You can import a PDF file to a proposal as a section. As you click on Add section icon, you will see  following option to import a PDF file

Once you click on the Upload PDF button, you will have to enter a section name and the file path for the PDF document.

This newly created section is first added to the section library and like any section you can add from content-section-library, you can add the newly created section to your list of sections of a proposal or template.

Reorder Sections in the Sections List in a Proposal

You can reorder sections in the sections list in a proposal. Hover move over the section name and you will see handler/icon to move section. 

You can simply drag existing section and drop it to desired place in the list. It will move the sections to other place and its pages will also get renumbered (i.e. the page numbers) as per the new order.

Rename/ Duplicate or Delete a Section

To rename a section in the section list of a proposal or template, click on the three dots as shown below.

Renaming a Section

Once you see options above, you can simply click on the Rename option and you will see a box to edit/change section name. Once you are done changing the name, you can click on the tick icon (green) to confirm your change. New name will reflect immediately. You can discard rename changes by clicking on the (x) icon above.

Deleting a Section

Deleting a section in the Proposal's/ Template's section list, will it also remove from the section library?

No. When you delete a section in a proposal or template, it is removed from that particular proposal or section. If that section is already present in section library, it will not be impacted.

Duplicating a Section

Duplicating a section in a proposal or template will make a copy of a section but it will be cut-off from section library. i.e. new copy will not be linked to its original version in section library, it can not pull new changes from same section in section library. Instead you can push new copy (possibly with different name) to section library.

IMPORT FROM SECTION LIBRARY |  SAVE TO SECTION LIBRARY

When you use section from section library in your proposal or template, tool remembers the link between these two (i.e. section in section library and same section used in the proposal/ template).

With this you get the ability to save / transfer changes among them.

How?

Using Import From Section Library and Save to Section Library feature

Say you have made significant change to About Us section in one of your proposal and you think this is the best version so far. Obviously you would like to use it now onward. 

You can save the Section to Section Library.

Click on the section name in the sections list on left side. It will open up properties / details panel for a given section.

You will notice these two button at the bottom. 

To open Section's details page - click on the section name

Section Library Buttons at the bottom, shown below.

1. If section is not already present in your section library, it will be added to it.

2. If section is already present in your section library, it will get updated to the section you are looking at (in your currently opened proposal/ template)

In the similar way, in you want to get recent changes of the section in some other template/proposal  (and if it is saved to library), you can click on Import from library button, and your current section will replaced with the one in section library.

Content Blocks in a Section

You can view the list of content blocks added to a given section. Click on the section name in the left side panel in the proposal/ template editor

Look for 'Blocks in the section' on the right side panel

View the list of Blocks in the current section grouped page-by-page

You will be able to click on any given block and open it for editing

To view the list of content blocks in a section, you will have to click on the section name on the left again.

You can also click on to the three dots (hamburger menu) and see other options which you can perform such as

1. Reset position : It will bring the selected block to the top-left position on the page

2. Bring to the top: It will bring the selected block on top of all other blocks (z-index)

3. Delete