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Changing the Proposal Display Name
Changing the Proposal Display Name

Edit the proposal display name and see where the changes populate for you and for your customer.

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

1. Inside a Proposal, Click on the Purple Display Name at the Top Right of the Page

2. When the 'Edit Proposal Display Name' Dialogue Box Pops Up, Assign a New Name to the Proposal in the Space Provided

For this example, I named this proposal "Kitchen Cabinets."

When the "Edit Proposal Display Name" dialogue box pops up, assign a new name to the proposal in the space provided.

3. Click on 'Submit'

Click on Submit

4. The New Display Name Will Appear Here for You to See Inside Your Proposal...

5. To See Where It Appears for the Customer, Click on 'Customer View'

6. Click on 'My Proposals' at the Top Left of the Proposal

Click on My Proposals at the top left of the proposal.

7. You Can See Here That a Client With Multiple Proposals Will See This One Labeled 'Kitchen Cabinets' Right Here

You can see here that a client with multiple proposals will see this one labeled "Kitchen Cabinets" right here.

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.


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