1. Click On "Proposal Templates"
2. Here You Can View And Manage Proposal Templates.
3. Here You Can Create New Templates
4. Enter The Name And Click On Start
5. Now The New Proposal Will Open And You Can Customize It By Adding A New Line Item
6. You Can Also Add Multiple Items And/or Optional Items
7. Here You Can Enable The Template So It Becomes Active And Appears In Your Proposal Templates List
8. Here You Can View And Manage The Settings For This Proposal Template.
9. You Can Add A Video
10. Here You Can Add And Edit Notes For Clients, Crew, And Company As Needed
11. Here You Can Add And Manage The Custom Sections That The Proposal Template Has
12. And Finally, Here You Can Manage Your Attachments By Dragging And Dropping Files Or Browsing From Your Computer
13. Click On "View/ Edit T&C's"
14. Here You Can Manage And Edit The Terms And Conditions Of The Proposal Template
15. And Here You Delete Your Proposal Template
16. And Here You Delete Your Proposal Templatenow We Go Back To The Main Tab And Scroll To Manage Custom Section Templates
17. Here You Can View And Manage The Custom Sections For The Proposals
18. Click On "New Section Template"
19. Fill In The Fields According To The New Custom Section And Click Save
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.