DripJobs Help Center

How Can I Select A Custom Section Template In My Proposal?

In this article, you will learn how to select a custom section template in my proposal

Written by Salma Castillo

Updated over a month ago

1. Click On "Proposals"

Click On "Proposals"

2. Click On The Proposal You Want To Open

Click On The Proposal You Want To Open

3. Scroll Down To The Proposal Settings And Click On The "Custom Sections" Tab

Scroll Down To The Proposal Settings And Click On The "Custom Sections" Tab

4. Click On "Add Custom Section"

Click On "Add Custom Section"

5. Select Any Template From The Available List

Select Any Template From The Available List

6. Here You Can View And Edit The Content Before Adding It To Your Proposal

Here You Can View And Edit The Content Before Adding It To Your Proposal

7. Click On "Save"

Click On "Save"

8. Now You Can See The Custom Section Displayed In Your Proposal

Now You Can See The Custom Section Displayed In Your Proposal

9. Click On "Customer View" To Open The Proposal As The Client Will See It

Click On "Customer View" To Open The Proposal As The Client Will See It

10. Scroll Down In Customer View To See The Custom Section Displayed

Scroll Down In Customer View To See The Custom Section Displayed

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.