Add a Page to a Proposal

As you build a proposal, you can add pages to it and set the properties for each individual page.

This option displays if your enterprise uses CRM Plus.

To add a page to a proposal:

1. In the Navigation pane, go to Proposals > Custom Proposals and create a new proposal or open an existing proposal.
2. Click the + icon beneath the first page. Each page is represented by a page image under the Pages heading in the Sections & Pages pane. Click the page image to open the respective page on the proposal.
3. To continue adding pages, click the + after the inserted page and repeat to insert pages.
4. Set the page properties for each page.