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Creating and Managing Custom Section Templates
Creating and Managing Custom Section Templates

This article explains how to create and manage custom templates that can be added to Proposals.

Danielle Walls avatar
Written by Danielle Walls
Updated over a week ago

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

Click on Proposal Templates

2. Click on Manage Custom Section Templates

Click on Manage Custom Section Templates

3. Click on New Section Template

Click on New Section Template

4. Add a Title

Add a Title

5. Click to Add Content

Click to Add Content

6. Click on Save to register the changes

Click on Save to register the changes


Creating Custom Section Templates Within Proposals

1. In a Proposal, click on Custom Sections

In a Proposal, click on Custom Sections

2. Click on Add Custom Section

Click on Add Custom Section

3. Add a Title

Add a Title

4. Add the Section Content

Add the Section Content

5. Toggle On 'Save Section As Template'

Toggle On 'Save Section As Template'

6. Click on Save

Click on Save


Adding Existing Custom Section Templates to Proposals

1. In a Proposal, click on Custom Sections

In a Proposal, click on Custom Sections

2. Click on Add Custom Section

Click on Add Custom Section

3. Click on the Custom Section template you would like to use

Click on the Custom Section template you would like to use

4. Click on Save

Click on Save


Note: Custom Sections will show up above the Terms and Conditions on Proposals

Note: Custom Sections will show up above the Terms and Conditions on Proposals
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