Create A Section

Create a section is here for you to begin making sections that you can plug in over and over again with minimal changes to your future proposals. This will cut the time spent building your proposals in half!

The Sections Tab

The sections tab is where saved sections will be placed, whether you add them from the +Section button or from within a proposal you are building.

Creating A Saved Section

  1. Click the +Section button and you will see this screen below.
  2. The simple editor allows you to build out your content as desired.
  3. Section Name is only for you to locate that section in the system. This will NOT show anywhere in the finished proposal.
  4. Section Title will be shown in the finished proposal and can be changed once the section has been inserted into a proposal.