Note: You can create custom section templates in Proposal Templates or within Proposals. They can then be added on a by-Proposal basis.
Creating Custom Section Templates Within Proposal Templates
1. Click on Proposal Templates
2. Click on Manage Custom Section Templates
3. Click on New Section Template
4. Add a Title
5. Click to Add Content
6. Click on Save to register the changes
Creating Custom Section Templates Within Proposals
1. In a Proposal, click on Custom Sections
2. Click on Add Custom Section
3. Add a Title
4. Add the Section Content
5. Toggle On 'Save Section As Template'
6. Click on Save
Adding Existing Custom Section Templates to Proposals
1. In a Proposal, click on Custom Sections
2. Click on Add Custom Section
3. Click on the Custom Section template you would like to use
4. Click on Save
Note: Custom Sections will show up above the Terms and Conditions on Proposals
