Workroom
The Workroom IntroductionQuick videos on editing your proposal in the workroom
Cover & Inspiration BoardBuild out the cover and inspiration board of your proposal!
People & VendorsManage your customers and vendors straight from your proposal!
Proposal DetailsA breakdown of common buttons and features you'll use as you add in proposal details!
RecipesHere's how to create a recipe
TemplatesLearn about section templates and adding products into your proposal!
Payments SectionSet up and manage your proposal payments!
ContractsLearn how to edit the Contract section on your proposal!
How To Access a PDF Copy of An Event
Event Proposal Versions Overview
How to share an event proposalThis article covers all the details of how to share your event proposals with your clients!
Orders Page - Moving Line Items Between Sections