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 and Section Content
4. Toggle On 'Save Section As Template'
5. 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 From the Dropdown
4. Click on 'Save'
Note: Custom Sections will show up above the Terms and Conditions on Proposals
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.