1. After creating a proposal, tap "Review and Send"
This gets you into proposal document editing mode
2. Configuring your proposal
The configure tool let's you choose how line items on your proposal are displayed
You can set how much detail you want to show
You can set whether you want to show monthly averages or individual line items
💡Pro tip: toggle on "Save to favorites" to keep saving your current design
3. Rearrange to change the order of your items
Tap on the dots to the left of the line item
Drag the item to the bottom of the page to create a new category
