1. Click On "Proposals"
2. Click On The Proposal You Want To Open
3. Scroll Down To The Proposal Settings And Click On The "Custom Sections" Tab
4. Click On "Add Custom Section"
5. Here You Can Type The Section Title And Description
This Is How You Create A New Custom Section.
6. If You Want To Save This Section As A Template, Turn On The Option Below And Then Click On "Save"
7. Now You Can See That The “Warranty And Service Guarantee” Section Has Been Successfully Added To Your Proposal.
11. Now Click On "Customer View" To See How The Proposal Will Look For Your Client
12. Scroll To The End Of The Proposal To See The Custom Sections You Have Added, Such As Warranty And Service Guarantee And Terms And Conditions.
13. Click On "Proposal Templates" To See The Template You Saved
14. Click On "Manage Custom Section Templates"
15. Click on "Exterior Painting Terms and Conditions"
16. Now You Can See And Edit Your Section Template
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.