Saving Sections & Using Saved Sections
Saving sections cuts down on time when building a proposal. These can be used at any time while building a proposal. When you insert a section, the system uses a copy of the saved section so that changes can be made in the new proposal without affecting the section saved for future use.
Inserting Sections In A Proposal
Within every proposal, you will see options to:
- Insert a new section, which will also allow you to choose from your list of saved sections too.
- Save a section you are creating at the time to the Sections tab for future use.