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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.

Written by Danielle Walls

Updated over a week ago

1. Inside of a proposal, click on the purple Display Name at the top right of the page.

Inside of 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...

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 View Portal

To see where it appears for the customer, Click on View Portal

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.