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:

  1. Insert a new section, which will also allow you to choose from your list of saved sections too.
  2. Save a section you are creating at the time to the Sections tab for future use.