You can find links to edit your proposal and work order templates under the Administrator panel.
Editing Text
Most of the text in the templates are "tokens". These tokens can take information from the proposal account (your prospective customer) or your company. For items such as your About Us text, your payment terms, and your contract terms, you will need to edit the Custom Copy in the Administrator's Company Profile page.
However, some templates will have text that you can edit.
You can do this in one of two ways:
Expand the editing window so you can easily edit the text without affecting any footers or headers.
Click on the Source button to access the code. Scroll to the text you want to change and edit it.
Editing Images, Colors or Fonts
If you would like to edit any of the images, colors, or fonts, we advise having a developer make the changes for you.
Custom Templates
You can customize your own template by copying the code and settings from the proposal template you would like to use as your framework, and making your desired changes.
If you have a template you were using before AK DASH, we can add this template for you for an additional fee.