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Creating Sections


The left hand column of the edit proposal screen shows all the current sections of your sales quote.

A section is like a chapter and you can have as few or as many as you choose. Templates often will contain a base set of sections but you can freely add/delete or even re-arrange these sections. To re-arrange a section simply drag and drop it in the new position.

To add a new section click the Add Section button (the button is below the list of sections on the left of the screen).

Once a new section has been created you can give it an appropriate title and start adding content.

Content can be added manually using the + Insert buttons or from the content libraries on the right.

Once you have added a new section, it will be displayed in the left column. You can also navigate to each proposal section by clicking on it.

Your customers can use the section headings in sales quote to quickly navigate to a section of interest.  When you click on Save and Preview, they will appear on the left of the proposal viewer.

Please note, section tabs do not appear in the PDF version of your sales quotes.

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