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Managing Your Custom Section Templates

In this article, you will learn how to manage your custom section templates.

Salma Castillo avatar
Written by Salma Castillo
Updated over a month ago

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1. Click On "Proposal Templates"

Click On "Proposal Templates"


2. Scroll To The End And Click On "Manage Custom Section Templates"

Scroll To The End And Click On "Manage Custom Section Templates"


3. Click On "New Section Template" To Create A New One

Click On "New Section Template" To Create A New One


4. Click On "Warranty And Service Guarantee" To Open And Manage An Existing Template

Here you can also see all your custom templates that you have

Click On "Warranty And Service Guarantee" To Open And Manage An Existing Template


5. Edit The Section Content As Needed And Then Click On "Save" To Apply The Changes

Edit The Section Content As Needed And Then Click On "Save" To Apply The Changes


6. Now Click On "Proposal Templates"

Now Click On "Proposal Templates"


7. Click On The Proposal Template You Want To Open

Click On The Proposal Template You Want To Open


8. Click On "Custom Sections"

Click On "Custom Sections"


9. Click On "Add Custom Section"

If You Want To Add A Custom Section, Click Here, Choose The One You Want, And Save It โ€” It Will Be Added To Your Proposal.

Click On "Add Custom Section"


If you need any assistance with this, please donโ€™t hesitate to contact DripJobs Customer Support or the HelpDesk.


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