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How To List Accessories On Your Proposal Documents

Zaid Akel avatar
Written by Zaid Akel
Updated over a year ago

Would you like you list of accessories to show on your proposal documents? This can be done by editing the "Item" text on the Equipment items. Here are directions how:

  1. Visit Proposed Solution > Equipment on the left navigation.

  2. Locate the item that you want to show accessories for.

  3. Remove the text "Accessories" following the device name.

  4. Copy the accessory names from the "Accessories" column and paste them into the Item description field.

  5. Next, go to Generate Docs and create your document, which now should include the accessory names in the description.

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