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How to Use Custom Sections
How to Use Custom Sections
You can embed pictures, videos, pdfs and anything you can link to in your proposal, and save this as a template.
Sunny McIntosh avatar
Written by Sunny McIntosh
Updated over a week ago

We have a YouTube video that describes this:

Please be aware that the drop down list is not editable.

As you are building a proposal, click on Add next to Custom Sections

You need a title, then you can add content. You can paste a link to a YouTube video, or items from your google drive, as long as it's a link that anyone can view.

For files in my google drive, I can right-click, choose Get link

On the form that pops up, choose Anyone with the link (it might say restricted and that won't work), then click on Copy link, and then paste the link (Ctrl V) right into your custom section.

You can toggle the switch to save it as a template and it will be on the drop down for you to pick while creating a proposal. Please be aware that the drop down list is not editable. Users cannot save over or remove anything that is on that list, we can only add to it, so be judicious about toggling the switch to save as a template.

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