We'll learn how to add sections from different master proposals into your versioned templates. This feature enables you to create personalised templates by combining sections from various proposals. Let's explore the process in detail.
Steps to Add Sections from Different Master Proposals
To begin, click on your versioned template. This action will take you to the template editing screen.
Within the template editing screen, select the section where you want to add the new section. You'll notice a blue plus button between each section. Click on this blue plus button.
A prompt will appear, asking you to choose the template from which you wish to pull the new section. Select the desired template from the options provided.
Next, you'll be asked to select the specific section you want to include.
Click on Select Section against your selected section
The chosen section will be seamlessly integrated into your versioned template.
By following these steps, you can effortlessly incorporate sections from various master proposals into your versioned templates. This capability allows you to create templates that perfectly align with your specific requirements and preferences.
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