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How to create snippets

Snippets are segments of text or images that you save in your favorites. They are an easy way to create a beautiful, winning proposal.

Updated over a week ago

1. Types of snippets

  • Use snippets to save time and create beautiful proposals. Typical examples of snippets include:

    • About us:

    • Terms and conditions:

    • Material or service descriptions:

    • And many more!

2. How to create a snippet

  • Tap on “More” in the bottom right of your app

  • Select “Favorites”, then “Proposal”

3. Tap on the plus next to the snippet

  • Give the snippet a name that you remember, then tap text or image

4. Input your snippet text and image

  • You can copy and paste text, and you can upload photos from you phone photo gallery

5. Add your snippet to your Proposal template

  • Tap done on your snippet

  • Tap on default template, then select whether the snippet should be in your Header or Footer

💡Pro tip: read this article for advice on making winning proposals

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